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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 | $61,050 | $142,392-57.1% | $119,622-49.0% | $134,532-54.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 10.58% | -12.46%+23.0pp | -14.98%+25.6pp | 418.27%-407.7pp |
| Employer contribution / active EE | $1,933 | $5,224-63.0% | $4,232-54.3% | $4,741-59.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |