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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 | $68,675 | $115,931-40.8% | $185,441-63.0% | $86,983-21.0% |
| Participation rate | 87.2% | 73.6%+13.6pp | 80.3%+7.0pp | 69.5%+17.7pp |
| Annual return | 0.00% | 21.47%-21.5pp | 20.16%-20.2pp | 25.83%-25.8pp |
| Employer contribution / active EE | $5,366 | $2,937+82.7% | $4,672+14.8% | $2,584+107.6% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $31 | $10,687-99.7% | $17,890-99.8% | $7,856-99.6% |