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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 | $74,222 | $92,219-19.5% | $76,766-3.3% | $135,382-45.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.19% | 5.46%+0.7pp | 2.43%+3.8pp | 519.77%-513.6pp |
| Employer contribution / active EE | $1,768 | $3,216-45.0% | $2,485-28.8% | $4,779-63.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13 | $10,749-99.9% | $6,675-99.8% | $10,829-99.9% |