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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 | $68,538 | $95,404-28.2% | $113,397-39.6% | $82,637-17.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.54% | 19.08%-2.5pp | 23.20%-6.7pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,254 | $2,307-45.6% | $2,977-57.9% | $2,552-50.9% |
| Participant deferral / active EE | $2,577 | $4,220-38.9% | $5,076-49.2% | $4,126-37.5% |
| Admin fee / account holder | $0 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |