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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 | $34,343 | $167,533-79.5% | $151,645-77.4% | $134,545-74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $6,072 | $6,828-11.1% | $6,165-1.5% | $4,742+28.1% |
| Participant deferral / active EE | $9,387 | $8,985+4.5% | $8,363+12.2% | $6,401+46.6% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |