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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 | $23,285 | $39,162-40.5% | $100,671-76.9% | $59,633-61.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.95% | 21.07%-19.1pp | 20.43%-18.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,404 | $1,151+22.1% | $4,012-65.0% | $2,203-36.2% |
| Participant deferral / active EE | $1,913 | $1,992-3.9% | $3,144-39.1% | $3,192-40.1% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |