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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 | $126,661-83.4% | $113,397-81.4% | $138,895-84.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 24.66% | 25.05%-0.4pp | 23.20%+1.5pp | 145.39%-120.7pp |
| Employer contribution / active EE | $1,731 | $3,456-49.9% | $2,977-41.9% | $4,194-58.7% |
| Participant deferral / active EE | $3,297 | $5,693-42.1% | $5,076-35.1% | $6,396-48.5% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |