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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 | $43,168 | $167,353-74.2% | $143,797-70.0% | $134,545-67.9% |
| Participation rate | 86.4% | 84.8%+1.5pp | 80.3%+6.0pp | 81.2%+5.1pp |
| Annual return | -0.84% | 0.48%-1.3pp | -0.04%-0.8pp | 418.37%-419.2pp |
| Employer contribution / active EE | $1,727 | $5,620-69.3% | $4,952-65.1% | $4,742-63.6% |
| Participant deferral / active EE | $4,950 | $6,447-23.2% | $5,638-12.2% | $6,401-22.7% |
| Admin fee / account holder | $195 | $18,096-98.9% | $14,679-98.7% | $11,431-98.3% |