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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 | $30,138 | $84,518-64.3% | $67,704-55.5% | $125,389-76.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.93% | 2.57%-1.6pp | 25.41%-24.5pp | 282.24%-281.3pp |
| Employer contribution / active EE | $3,319 | $3,292+0.8% | $2,559+29.7% | $4,866-31.8% |
| Participant deferral / active EE | $7,772 | $4,430+75.4% | $3,585+116.8% | $5,352+45.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |