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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 | $32,285 | $88,996-63.7% | $78,004-58.6% | $138,895-76.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 24.48% | 28.03%-3.6pp | 31.07%-6.6pp | 145.39%-120.9pp |
| Employer contribution / active EE | $1,938 | $2,917-33.6% | $2,469-21.5% | $4,194-53.8% |
| Participant deferral / active EE | $17,769 | $4,724+276.1% | $4,092+334.3% | $6,396+177.8% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |