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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 | $21,726 | $96,956-77.6% | $69,779-68.9% | $273,972-92.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 12.93% | 12.93%0pp | 12.99%-0.1pp | 41.46%-28.5pp |
| Employer contribution / active EE | $2,500 | $3,316-24.6% | $2,338+6.9% | $4,869-48.7% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6 | $7,934-99.9% | $4,381-99.9% | $10,133-99.9% |