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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 | $28,598 | $124,425-77.0% | $112,040-74.5% | $137,256-79.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.51% | 24.72%-2.2pp | 24.52%-2.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,783 | $3,411-47.7% | $2,954-39.7% | $4,156-57.1% |
| Participant deferral / active EE | $4,259 | $5,718-25.5% | $5,098-16.5% | $6,407-33.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |