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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 | $95,243 | $117,904-19.2% | $102,457-7.0% | $145,978-34.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.59% | 31.80%-22.2pp | 29.41%-19.8pp | 550.52%-540.9pp |
| Employer contribution / active EE | $916 | $3,613-74.6% | $3,022-69.7% | $4,662-80.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $28 | $13,329-99.8% | $9,451-99.7% | $13,400-99.8% |