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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 | $57,726 | $113,941-49.3% | $94,229-38.7% | $125,389-54.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.03% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $6,818 | $4,727+44.2% | $3,587+90.1% | $4,866+40.1% |
| Participant deferral / active EE | $5,090 | $5,179-1.7% | $4,320+17.8% | $5,352-4.9% |
| Admin fee / account holder | $103 | $8,392-98.8% | $6,269-98.4% | $9,541-98.9% |