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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 | $46,045 | $41,377+11.3% | $109,313-57.9% | $62,881-26.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.28% | 11.05%-4.8pp | 22.07%-15.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,806 | $1,276+41.5% | $3,892-53.6% | $2,281-20.8% |
| Participant deferral / active EE | $6,723 | $2,045+228.8% | $3,166+112.3% | $3,203+109.9% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |