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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 | $51,847 | $136,307-62.0% | $106,619-51.4% | $273,972-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 13.78% | 11.05%+2.7pp | 9.42%+4.4pp | 41.46%-27.7pp |
| Employer contribution / active EE | $1,430 | $5,190-72.4% | $3,947-63.8% | $4,869-70.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |