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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 | $52,964 | $88,707-40.3% | $74,184-28.6% | $273,972-80.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.92% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $6,250 | $3,159+97.8% | $2,370+163.7% | $4,869+28.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |