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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 | $31,350 | $52,911-40.7% | $73,309-57.2% | $59,633-47.4% |
| Participation rate | 89.3% | 68.2%+21.1pp | 74.9%+14.4pp | 68.7%+20.6pp |
| Annual return | -0.47% | 12.20%-12.7pp | 5.67%-6.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,736 | $1,909+43.3% | $3,237-15.5% | $2,203+24.2% |
| Participant deferral / active EE | $6,146 | $4,069+51.0% | $4,991+23.1% | $3,192+92.5% |
| Admin fee / account holder | $49 | $3,835-98.7% | $5,635-99.1% | $4,297-98.9% |