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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 | $57,948 | $88,996-34.9% | $78,004-25.7% | $138,895-58.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 28.71% | 28.03%+0.7pp | 31.07%-2.4pp | 145.39%-116.7pp |
| Employer contribution / active EE | $568 | $2,917-80.5% | $2,469-77.0% | $4,194-86.5% |
| Participant deferral / active EE | $11,700 | $4,724+147.7% | $4,092+185.9% | $6,396+82.9% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |