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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 | $37,991 | $83,908-54.7% | $68,509-44.5% | $125,389-69.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.60% | 14.48%-15.1pp | 8.27%-8.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,482 | $3,031-51.1% | $2,278-34.9% | $4,866-69.5% |
| Participant deferral / active EE | $1,390 | $4,125-66.3% | $3,382-58.9% | $5,352-74.0% |
| Admin fee / account holder | $24 | $8,982-99.7% | $5,275-99.5% | $9,541-99.7% |