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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 | $41,590 | $88,707-53.1% | $74,184-43.9% | $273,972-84.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.21% | 11.94%+0.3pp | 17.74%-5.5pp | 41.46%-29.2pp |
| Employer contribution / active EE | $2,336 | $3,159-26.1% | $2,370-1.4% | $4,869-52.0% |
| Participant deferral / active EE | $10,101 | $4,212+139.8% | $3,550+184.6% | $5,287+91.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |