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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 | $38,751 | $52,678-26.4% | $75,784-48.9% | $59,633-35.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.02% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,775 | $2,193-19.1% | $3,323-46.6% | $2,203-19.4% |
| Participant deferral / active EE | $2,422 | $2,591-6.5% | $3,652-33.7% | $3,192-24.1% |
| Admin fee / account holder | $209 | $3,610-94.2% | $5,300-96.1% | $4,297-95.1% |