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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 | $66,502 | $158,827-58.1% | $121,208-45.1% | $135,382-50.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 11.27% | -0.64%+11.9pp | 16.93%-5.7pp | 519.77%-508.5pp |
| Employer contribution / active EE | $1,159 | $5,666-79.5% | $4,023-71.2% | $4,779-75.7% |
| Participant deferral / active EE | $1,171 | $4,006-70.8% | $3,345-65.0% | $5,609-79.1% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |