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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 | $21,207 | $102,609-79.3% | $98,090-78.4% | $138,895-84.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 23.34% | 36.44%-13.1pp | 37.05%-13.7pp | 145.39%-122.1pp |
| Employer contribution / active EE | $2,777 | $3,867-28.2% | $3,606-23.0% | $4,194-33.8% |
| Participant deferral / active EE | $3,661 | $8,167-55.2% | $7,845-53.3% | $6,396-42.8% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |