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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 | $32,282 | $55,684-42.0% | $75,900-57.5% | $72,976-55.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.48% | 27.60%-6.1pp | 30.73%-9.3pp | 81.02%-59.5pp |
| Employer contribution / active EE | $5,776 | $1,687+242.4% | $2,501+130.9% | $2,440+136.7% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $119 | $3,981-97.0% | $5,421-97.8% | $5,124-97.7% |