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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 | $97,550-29.7% | $120,344-43.0% | $87,485-21.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.54% | 18.41%-1.9pp | 20.30%-3.8pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,254 | $2,291-45.2% | $3,020-58.5% | $2,596-51.7% |
| Participant deferral / active EE | $2,577 | $4,230-39.1% | $5,135-49.8% | $4,274-39.7% |
| Admin fee / account holder | $0 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |