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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 | $84,589 | $84,518+0.1% | $67,704+24.9% | $125,389-32.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.11% | 2.57%-2.5pp | 25.41%-25.3pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,165 | $3,292-34.2% | $2,559-15.4% | $4,866-55.5% |
| Participant deferral / active EE | $5,200 | $4,430+17.4% | $3,585+45.0% | $5,352-2.8% |
| Admin fee / account holder | $136 | $5,340-97.4% | $4,255-96.8% | $9,541-98.6% |