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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 | $50,167 | $84,518-40.6% | $67,704-25.9% | $125,389-60.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.64% | 2.57%-1.9pp | 25.41%-24.8pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,081 | $3,292-67.2% | $2,559-57.7% | $4,866-77.8% |
| Participant deferral / active EE | $2,317 | $4,430-47.7% | $3,585-35.4% | $5,352-56.7% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |