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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 | $56,221 | $103,949-45.9% | $69,182-18.7% | $273,972-79.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 1.45% | 35.28%-33.8pp | -21.93%+23.4pp | 41.46%-40.0pp |
| Employer contribution / active EE | $4,444 | $1,783+149.3% | $1,206+268.5% | $4,869-8.7% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $64 | $3,671-98.2% | $2,697-97.6% | $10,133-99.4% |