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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 | $22,419 | $85,094-73.7% | $76,327-70.6% | $145,877-84.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 13.13%+2.8pp | 13.79%+2.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $4,156 | $5,261-21.0% | $4,584-9.3% | $4,663-10.9% |
| Participant deferral / active EE | $5,588 | $6,390-12.6% | $5,478+2.0% | $6,691-16.5% |
| Admin fee / account holder | $37 | $5,773-99.4% | $5,139-99.3% | $13,402-99.7% |