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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 | $38,867 | $185,141-79.0% | $153,416-74.7% | $155,188-75.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 7.31% | 18.72%-11.4pp | 17.84%-10.5pp | 148.84%-141.5pp |
| Employer contribution / active EE | $3,333 | $4,489-25.8% | $3,764-11.4% | $4,248-21.5% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $272 | $16,005-98.3% | $13,095-97.9% | $14,480-98.1% |