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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 | $19,090 | $118,488-83.9% | $98,462-80.6% | $139,487-86.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 27.88% | 18.96%+8.9pp | 21.17%+6.7pp | 373.84%-346.0pp |
| Employer contribution / active EE | $3,518 | $3,611-2.6% | $3,049+15.4% | $4,755-26.0% |
| Participant deferral / active EE | $5,493 | $5,393+1.9% | $4,738+15.9% | $6,713-18.2% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |