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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 | $51,116 | $123,898-58.7% | $116,538-56.1% | $155,188-67.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 8.90% | 16.04%-7.1pp | 17.97%-9.1pp | 148.84%-139.9pp |
| Employer contribution / active EE | $3,524 | $4,739-25.6% | $4,541-22.4% | $4,248-17.0% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $118 | $9,174-98.7% | $8,737-98.7% | $14,480-99.2% |