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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 | $35,491 | $117,904-69.9% | $102,457-65.4% | $145,978-75.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.41% | 31.80%-22.4pp | 29.41%-20.0pp | 550.52%-541.1pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,653 | $5,733-53.7% | $5,054-47.5% | $6,690-60.3% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |