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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 | $17,474 | $111,814-84.4% | $103,378-83.1% | $145,978-88.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.17% | 24.80%-3.6pp | 24.91%-3.7pp | 550.52%-529.3pp |
| Employer contribution / active EE | $2,383 | $4,215-43.5% | $3,870-38.4% | $4,662-48.9% |
| Participant deferral / active EE | $2,468 | $5,618-56.1% | $5,058-51.2% | $6,690-63.1% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |