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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 | $14,175 | $102,609-86.2% | $98,090-85.5% | $138,895-89.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 28.30% | 36.44%-8.1pp | 37.05%-8.7pp | 145.39%-117.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,711 | $8,167-42.3% | $7,845-39.9% | $6,396-26.3% |
| Admin fee / account holder | $231 | $11,434-98.0% | $11,815-98.0% | $12,562-98.2% |