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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 | $36,310 | $87,546-58.5% | $75,784-52.1% | $125,389-71.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.11% | 13.49%-12.4pp | 9.68%-8.6pp | 282.24%-281.1pp |
| Employer contribution / active EE | $5,093 | $3,930+29.6% | $3,323+53.2% | $4,866+4.7% |
| Participant deferral / active EE | $14,751 | $4,230+248.8% | $3,652+303.9% | $5,352+175.6% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |