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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 | $32,867 | $64,311-48.9% | $57,356-42.7% | $125,389-73.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.82% | 25.14%-26.0pp | 24.41%-25.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,865 | $3,193-10.3% | $2,689+6.6% | $4,866-41.1% |
| Participant deferral / active EE | $3,040 | $3,846-20.9% | $3,162-3.8% | $5,352-43.2% |
| Admin fee / account holder | $10 | $5,243-99.8% | $3,357-99.7% | $9,541-99.9% |