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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 | $54,641 | $92,219-40.7% | $76,767-28.8% | $135,380-59.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.09% | 5.46%+3.6pp | 2.43%+6.7pp | 519.81%-510.7pp |
| Employer contribution / active EE | $10,037 | $3,216+212.1% | $2,485+303.8% | $4,779+110.0% |
| Participant deferral / active EE | $10,037 | $4,508+122.6% | $3,852+160.6% | $5,609+78.9% |
| Admin fee / account holder | $248 | $10,749-97.7% | $6,675-96.3% | $10,828-97.7% |