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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 | $13,830 | $182,442-92.4% | $163,379-91.5% | $138,895-90.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 27.22% | 72.74%-45.5pp | 63.41%-36.2pp | 145.39%-118.2pp |
| Employer contribution / active EE | $1,882 | $4,159-54.8% | $3,752-49.8% | $4,194-55.1% |
| Participant deferral / active EE | $2,882 | $6,817-57.7% | $6,282-54.1% | $6,396-54.9% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |