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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 | $10,980 | $46,599-76.4% | $64,101-82.9% | $75,173-85.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.70% | 26.06%-5.4pp | 33.72%-13.0pp | 160.72%-140.0pp |
| Employer contribution / active EE | $3,216 | $1,975+62.8% | $2,749+17.0% | $2,671+20.4% |
| Participant deferral / active EE | $2,952 | $2,837+4.1% | $3,881-23.9% | $4,126-28.4% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |