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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 | $47,853 | $74,879,922-99.9% | $40,145,923-99.9% | $273,972-82.5% |
| Participation rate | 90.0% | 74.1%+15.9pp | 68.4%+21.6pp | 83.0%+7.0pp |
| Annual return | 5.52% | 2.55%+3.0pp | 5.24%+0.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $559 | $2,350-76.2% | $1,844-69.7% | $4,869-88.5% |
| Participant deferral / active EE | $2,264 | $2,962-23.6% | $2,591-12.6% | $5,287-57.2% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |