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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 | $78,695 | $153,769-48.8% | $133,975-41.3% | $273,972-71.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.09% | 36.51%-26.4pp | 29.29%-19.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $3,000 | $6,029-50.2% | $5,211-42.4% | $4,869-38.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |