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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 | $95,461 | $99,345-3.9% | $84,753+12.6% | $273,972-65.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.87% | 22.93%-18.1pp | 22.78%-17.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,680 | $4,214-60.1% | $3,574-53.0% | $4,869-65.5% |
| Participant deferral / active EE | $24,000 | $4,270+462.1% | $3,712+546.6% | $5,287+353.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |