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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 | $41,893 | $107,809-61.1% | $90,657-53.8% | $135,380-69.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 6.34% | -0.90%+7.2pp | 1.89%+4.5pp | 519.81%-513.5pp |
| Employer contribution / active EE | $2,110 | $3,018-30.1% | $2,532-16.7% | $4,779-55.8% |
| Participant deferral / active EE | $2,110 | $3,872-45.5% | $3,424-38.4% | $5,609-62.4% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |