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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 | $137,006 | $177,156-22.7% | $147,027-6.8% | $154,746-11.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.21% | 21.94%-8.7pp | 20.23%-7.0pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,079 | $4,336-52.1% | $3,626-42.7% | $4,379-52.5% |
| Participant deferral / active EE | $2,328 | $5,797-59.8% | $4,933-52.8% | $6,730-65.4% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |