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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 | $60,539 | $96,558-37.3% | $80,977-25.2% | $273,972-77.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.79% | 15.14%-9.4pp | 17.11%-11.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $11,163 | $4,869+129.3% | $3,715+200.5% | $4,869+129.3% |
| Participant deferral / active EE | $2,814 | $6,598-57.3% | $5,696-50.6% | $5,287-46.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |