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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 | $64,485 | $153,311-57.9% | $109,313-41.0% | $273,972-76.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.39% | 29.86%-26.5pp | 22.07%-18.7pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,222 | $5,619-78.3% | $3,892-68.6% | $4,869-74.9% |
| Participant deferral / active EE | $2,732 | $3,932-30.5% | $3,166-13.7% | $5,287-48.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |