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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 | $43,238 | $64,311-32.8% | $57,356-24.6% | $125,389-65.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.13% | 25.14%-24.0pp | 24.41%-23.3pp | 282.24%-281.1pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,784 | $3,846-27.6% | $3,162-11.9% | $5,352-48.0% |
| Admin fee / account holder | $49 | $5,243-99.1% | $3,357-98.5% | $9,541-99.5% |