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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 | $23,746 | $39,162-39.4% | $100,671-76.4% | $59,633-60.2% |
| Participation rate | 98.0% | 55.9%+42.1pp | 70.7%+27.2pp | 68.7%+29.3pp |
| Annual return | 0.58% | 21.07%-20.5pp | 20.43%-19.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,043 | $1,151-9.4% | $4,012-74.0% | $2,203-52.7% |
| Participant deferral / active EE | $2,381 | $1,992+19.5% | $3,144-24.3% | $3,192-25.4% |
| Admin fee / account holder | $241 | $2,969-91.9% | $4,850-95.0% | $4,297-94.4% |