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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 | $19,235 | $87,546-78.0% | $75,784-74.6% | $125,389-84.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.01% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,478 | $3,930-62.4% | $3,323-55.5% | $4,866-69.6% |
| Participant deferral / active EE | $3,068 | $4,230-27.5% | $3,652-16.0% | $5,352-42.7% |
| Admin fee / account holder | $1 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |