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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 | $54,658 | $124,425-56.1% | $112,040-51.2% | $137,256-60.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.70% | 24.72%0pp | 24.52%+0.2pp | 220.34%-195.6pp |
| Employer contribution / active EE | $2,776 | $3,411-18.6% | $2,954-6.0% | $4,156-33.2% |
| Participant deferral / active EE | $8,454 | $5,718+47.8% | $5,098+65.8% | $6,407+32.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |