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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 | $47,430 | $69,518-31.8% | $59,883-20.8% | $135,382-65.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.03% | 7.95%+1.1pp | 3.46%+5.6pp | 519.77%-510.7pp |
| Employer contribution / active EE | $1,636 | $3,235-49.4% | $2,722-39.9% | $4,779-65.8% |
| Participant deferral / active EE | $1,474 | $4,204-64.9% | $3,402-56.7% | $5,609-73.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |