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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 | $30,212 | $55,713-45.8% | $75,901-60.2% | $72,975-58.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 17.42% | 27.60%-10.2pp | 30.76%-13.3pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,527 | $2,634-4.1% | $3,603-29.9% | $3,608-30.0% |
| Admin fee / account holder | $242 | $3,980-93.9% | $5,420-95.5% | $5,124-95.3% |