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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 | $54,855 | $107,809-49.1% | $97,032-43.5% | $155,188-64.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.26% | 38.06%-19.8pp | 35.38%-17.1pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,641 | $2,911-43.6% | $2,629-37.6% | $4,248-61.4% |
| Participant deferral / active EE | $7,750 | $5,129+51.1% | $4,672+65.9% | $6,531+18.7% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |