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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 | $214,445 | $96,558+122.1% | $80,977+164.8% | $273,972-21.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.95% | 15.14%-6.2pp | 17.11%-8.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,299 | $4,869-73.3% | $3,715-65.0% | $4,869-73.3% |
| Participant deferral / active EE | $3,547 | $6,598-46.2% | $5,696-37.7% | $5,287-32.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |