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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 | $23,764 | $127,387-81.3% | $115,038-79.3% | $125,389-81.0% |
| Participation rate | 73.7% | 84.2%-10.5pp | 81.4%-7.7pp | 83.2%-9.5pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,429 | $5,166-33.6% | $4,608-25.6% | $4,866-29.5% |
| Participant deferral / active EE | $4,221 | $6,423-34.3% | $6,026-30.0% | $5,352-21.1% |
| Admin fee / account holder | $9 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |