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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 | $18,527 | $52,678-64.8% | $75,784-75.6% | $59,633-68.9% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.8%+21.5pp | 68.7%+28.6pp |
| Annual return | -1.75% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $2,723 | $2,193+24.1% | $3,323-18.1% | $2,203+23.6% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $292 | $3,610-91.9% | $5,300-94.5% | $4,297-93.2% |