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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 | $26,765 | $85,094-68.5% | $76,327-64.9% | $145,884-81.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 12.35% | 13.13%-0.8pp | 13.79%-1.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,367 | $5,261-55.0% | $4,584-48.4% | $4,662-49.2% |
| Participant deferral / active EE | $6,926 | $6,390+8.4% | $5,478+26.4% | $6,690+3.5% |
| Admin fee / account holder | $0 | $5,773-100.0% | $5,139-100.0% | $13,392-100.0% |