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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 | $75,768 | $140,592-46.1% | $123,105-38.5% | $125,389-39.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.02% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,649 | $6,041-72.7% | $5,151-68.0% | $4,866-66.1% |
| Participant deferral / active EE | $3,923 | $6,980-43.8% | $6,229-37.0% | $5,352-26.7% |
| Admin fee / account holder | $89 | $11,198-99.2% | $9,014-99.0% | $9,541-99.1% |