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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 | $21,956 | $105,623-79.2% | $87,502-74.9% | $273,972-92.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.99% | 12.26%-4.3pp | 12.21%-4.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $942 | $3,141-70.0% | $2,550-63.0% | $4,869-80.6% |
| Participant deferral / active EE | $3,073 | $3,601-14.6% | $3,149-2.4% | $5,287-41.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |