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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 | $24,893 | $69,518-64.2% | $59,887-58.4% | $135,379-81.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.87% | 7.95%-0.1pp | 3.46%+4.4pp | 519.79%-511.9pp |
| Employer contribution / active EE | $2,418 | $3,235-25.3% | $2,722-11.2% | $4,779-49.4% |
| Participant deferral / active EE | $3,701 | $4,204-12.0% | $3,402+8.8% | $5,609-34.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |