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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 | $43,150 | $96,558-55.3% | $80,977-46.7% | $273,972-84.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.75% | 15.14%-6.4pp | 17.11%-8.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,032 | $4,869-58.3% | $3,715-45.3% | $4,869-58.3% |
| Participant deferral / active EE | $7,757 | $6,598+17.6% | $5,696+36.2% | $5,287+46.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |