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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 | $78,276 | $92,219-15.1% | $76,768+2.0% | $135,379-42.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.49% | 5.46%+4.0pp | 2.43%+7.1pp | 519.79%-510.3pp |
| Employer contribution / active EE | $1,772 | $3,216-44.9% | $2,485-28.7% | $4,779-62.9% |
| Participant deferral / active EE | $2,354 | $4,508-47.8% | $3,852-38.9% | $5,609-58.0% |
| Admin fee / account holder | $94 | $10,749-99.1% | $6,675-98.6% | $10,828-99.1% |