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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 | $87,807 | $112,729-22.1% | $98,716-11.1% | $137,256-36.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.82% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $959 | $2,725-64.8% | $2,279-57.9% | $4,156-76.9% |
| Participant deferral / active EE | $2,634 | $4,640-43.2% | $4,048-34.9% | $6,407-58.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |