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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 | $38,163 | $56,894-32.9% | $84,753-55.0% | $62,881-39.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $7,885 | $2,400+228.6% | $3,574+120.6% | $2,281+245.7% |
| Participant deferral / active EE | $3,644 | $2,709+34.5% | $3,712-1.8% | $3,203+13.8% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |