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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 | $31,861 | $99,345-67.9% | $84,753-62.4% | $273,972-88.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.35% | 22.93%-16.6pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,215 | $4,214-71.2% | $3,574-66.0% | $4,869-75.1% |
| Participant deferral / active EE | $2,097 | $4,270-50.9% | $3,712-43.5% | $5,287-60.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |