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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 | $57,213 | $88,707-35.5% | $74,184-22.9% | $273,972-79.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.84% | 11.94%-4.1pp | 17.74%-9.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,971 | $3,159-37.6% | $2,370-16.8% | $4,869-59.5% |
| Participant deferral / active EE | $2,534 | $4,212-39.8% | $3,550-28.6% | $5,287-52.1% |
| Admin fee / account holder | $13 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |