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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 | $130,564 | $74,879,922-99.8% | $40,145,923-99.7% | $273,972-52.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 6.96% | 2.55%+4.4pp | 5.24%+1.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $10,792 | $2,350+359.2% | $1,844+485.3% | $4,869+121.7% |
| Participant deferral / active EE | $7,686 | $2,962+159.5% | $2,591+196.7% | $5,287+45.4% |
| Admin fee / account holder | $12 | $3,725-99.7% | $2,903-99.6% | $10,133-99.9% |