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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 | $84,738 | $110,278-23.2% | $95,740-11.5% | $139,466-39.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.50% | 27.19%-16.7pp | 28.41%-17.9pp | 373.66%-363.2pp |
| Employer contribution / active EE | $530 | $3,260-83.7% | $2,836-81.3% | $4,754-88.9% |
| Participant deferral / active EE | $2,907 | $4,674-37.8% | $4,244-31.5% | $6,712-56.7% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |