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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 | $35,084 | $32,037+9.5% | $69,182-49.3% | $62,881-44.2% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 10.09% | 15.16%-5.1pp | -21.93%+32.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $600 | $1,185-49.4% | $1,897-68.4% | $3,203-81.3% |
| Admin fee / account holder | $60 | $2,608-97.7% | $2,697-97.8% | $4,296-98.6% |