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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 | $65,241 | $92,219-29.3% | $76,767-15.0% | $135,380-51.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.68% | 5.46%-4.8pp | 2.43%-1.7pp | 519.81%-519.1pp |
| Employer contribution / active EE | $6,625 | $3,216+106.0% | $2,485+166.6% | $4,779+38.6% |
| Participant deferral / active EE | $8,281 | $4,508+83.7% | $3,852+115.0% | $5,609+47.6% |
| Admin fee / account holder | $224 | $10,749-97.9% | $6,675-96.6% | $10,828-97.9% |