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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 | $217,161 | $88,707+144.8% | $74,184+192.7% | $273,972-20.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.35% | 11.94%-5.6pp | 17.74%-11.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,402 | $3,159-55.6% | $2,370-40.8% | $4,869-71.2% |
| Participant deferral / active EE | $5,225 | $4,212+24.1% | $3,550+47.2% | $5,287-1.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |