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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 | $199,383 | $81,870+143.5% | $119,608+66.7% | $68,495+191.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 11.92% | -23.82%+35.7pp | -14.98%+26.9pp | -7.84%+19.8pp |
| Employer contribution / active EE | $1,319 | $2,692-51.0% | $4,232-68.8% | $2,596-49.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $28 | $6,583-99.6% | $10,326-99.7% | $5,403-99.5% |