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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 | $63,056 | $105,623-40.3% | $87,502-27.9% | $273,972-77.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.46% | 12.26%-8.8pp | 12.21%-8.8pp | 41.46%-38.0pp |
| Employer contribution / active EE | $14,487 | $3,141+361.3% | $2,550+468.2% | $4,869+197.6% |
| Participant deferral / active EE | $17,517 | $3,601+386.5% | $3,149+456.3% | $5,287+231.3% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |