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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 | $32,560 | $86,701-62.4% | $73,309-55.6% | $125,389-74.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.19% | 2.78%-2.6pp | 5.67%-5.5pp | 282.24%-282.0pp |
| Employer contribution / active EE | $3,576 | $4,152-13.9% | $3,237+10.5% | $4,866-26.5% |
| Participant deferral / active EE | $4,953 | $5,549-10.7% | $4,991-0.8% | $5,352-7.4% |
| Admin fee / account holder | $102 | $7,768-98.7% | $5,635-98.2% | $9,541-98.9% |