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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 | $11,449 | $110,248-89.6% | $95,728-88.0% | $139,456-91.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.16%-27.2pp | 28.40%-28.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $4,856 | $3,258+49.0% | $2,835+71.3% | $4,753+2.2% |
| Participant deferral / active EE | $5,828 | $4,675+24.7% | $4,245+37.3% | $6,711-13.2% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |