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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 | $95,453-28.2% | $112,040-38.8% | $82,448-16.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.54% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,254 | $2,318-45.9% | $2,954-57.5% | $2,551-50.8% |
| Participant deferral / active EE | $2,577 | $4,224-39.0% | $5,098-49.4% | $4,139-37.7% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |