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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 | $54,875 | $93,346-41.2% | $71,796-23.6% | $273,972-80.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.53% | 130.39%-121.9pp | 78.04%-69.5pp | 41.46%-32.9pp |
| Employer contribution / active EE | $988 | $2,733-63.8% | $1,924-48.6% | $4,869-79.7% |
| Participant deferral / active EE | $3,683 | $3,475+6.0% | $2,794+31.8% | $5,287-30.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |