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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 | $56,093 | $72,404-22.5% | $110,243-49.1% | $64,173-12.6% |
| Participation rate | 77.1% | 73.3%+3.8pp | 79.8%-2.7pp | 69.6%+7.6pp |
| Annual return | 0.94% | -6.29%+7.2pp | 314.76%-313.8pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,653 | $2,282-27.6% | $3,827-56.8% | $2,381-30.6% |
| Participant deferral / active EE | $2,740 | $3,469-21.0% | $4,672-41.4% | $3,470-21.0% |
| Admin fee / account holder | $284 | $5,664-95.0% | $8,548-96.7% | $4,887-94.2% |