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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 | $59,256 | $113,941-48.0% | $94,228-37.1% | $125,388-52.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.64% | 5.29%-4.6pp | 10.68%-10.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $5,000 | $4,727+5.8% | $3,587+39.4% | $4,866+2.8% |
| Participant deferral / active EE | $2,130 | $5,179-58.9% | $4,320-50.7% | $5,352-60.2% |
| Admin fee / account holder | $66 | $8,392-99.2% | $6,269-98.9% | $9,541-99.3% |