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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 | $21,084 | $124,425-83.1% | $112,040-81.2% | $137,256-84.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.66% | 24.72%-0.1pp | 24.52%+0.1pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,731 | $3,411-49.3% | $2,954-41.4% | $4,156-58.4% |
| Participant deferral / active EE | $3,297 | $5,718-42.3% | $5,098-35.3% | $6,407-48.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |