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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 | $30,505 | $83,908-63.6% | $68,509-55.5% | $125,389-75.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.16% | 14.48%-14.6pp | 8.27%-8.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,801 | $3,031-40.6% | $2,278-21.0% | $4,866-63.0% |
| Participant deferral / active EE | $4,649 | $4,125+12.7% | $3,382+37.5% | $5,352-13.1% |
| Admin fee / account holder | $214 | $8,982-97.6% | $5,275-95.9% | $9,541-97.8% |