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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 | $36,432 | $111,814-67.4% | $103,378-64.8% | $145,978-75.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.83% | 24.80%-15.0pp | 24.91%-15.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $2,778 | $4,215-34.1% | $3,870-28.2% | $4,662-40.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $288 | $9,764-97.0% | $8,401-96.6% | $13,400-97.9% |