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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 | $36,193 | $72,177-49.9% | $115,037-68.5% | $59,633-39.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 7.57% | 12.02%-4.5pp | 26.14%-18.6pp | 2041.40%-2033.8pp |
| Employer contribution / active EE | $1,917 | $2,841-32.5% | $4,608-58.4% | $2,203-13.0% |
| Participant deferral / active EE | $3,382 | $4,783-29.3% | $6,026-43.9% | $3,192+6.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |