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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 | $73,198 | $74,879,922-99.9% | $40,145,923-99.8% | $273,972-73.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 3.18% | 2.55%+0.6pp | 5.24%-2.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $1,968 | $2,350-16.2% | $1,844+6.8% | $4,869-59.6% |
| Participant deferral / active EE | $3,900 | $2,962+31.7% | $2,591+50.5% | $5,287-26.2% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |