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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 | $104,082 | $56,339+84.7% | $104,301-0.2% | $68,486+52.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 21.49% | -9.19%+30.7pp | 24.61%-3.1pp | -7.85%+29.3pp |
| Employer contribution / active EE | $1,081 | $1,960-44.8% | $3,373-67.9% | $2,597-58.4% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $32 | $4,902-99.3% | $7,340-99.6% | $5,404-99.4% |