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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 | $38,709 | $155,555-75.1% | $146,866-73.6% | $155,188-75.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.68% | 115.41%-93.7pp | 102.85%-81.2pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,860 | $4,647-60.0% | $4,425-58.0% | $4,248-56.2% |
| Participant deferral / active EE | $3,576 | $8,044-55.6% | $7,759-53.9% | $6,531-45.3% |
| Admin fee / account holder | $138 | $14,755-99.1% | $13,620-99.0% | $14,480-99.0% |