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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,184 | $182,442-84.6% | $163,379-82.7% | $138,895-79.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.43% | 72.74%-55.3pp | 63.41%-46.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $998 | $4,159-76.0% | $3,752-73.4% | $4,194-76.2% |
| Participant deferral / active EE | $4,950 | $6,817-27.4% | $6,282-21.2% | $6,396-22.6% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |