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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 | $26,976 | $211,239-87.2% | $178,528-84.9% | $145,877-81.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.45% | 30.22%-5.8pp | 27.11%-2.7pp | 551.28%-526.8pp |
| Employer contribution / active EE | $3,991 | $4,570-12.7% | $3,950+1.0% | $4,663-14.4% |
| Participant deferral / active EE | $4,521 | $6,963-35.1% | $6,278-28.0% | $6,691-32.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |