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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 | $37,566 | $64,311-41.6% | $57,356-34.5% | $125,389-70.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.23% | 25.14%-24.9pp | 24.41%-24.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $778 | $3,193-75.6% | $2,689-71.1% | $4,866-84.0% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $227 | $5,243-95.7% | $3,357-93.2% | $9,541-97.6% |