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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 | $47,025 | $72,177-34.8% | $115,038-59.1% | $59,633-21.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.10% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $12,062 | $2,841+324.5% | $4,608+161.8% | $2,203+447.6% |
| Participant deferral / active EE | $6,585 | $4,783+37.7% | $6,026+9.3% | $3,192+106.3% |
| Admin fee / account holder | $171 | $4,927-96.5% | $8,175-97.9% | $4,297-96.0% |