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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 | $39,371 | $106,115-62.9% | $85,969-54.2% | $125,389-68.6% |
| Participation rate | 89.5% | 84.1%+5.4pp | 76.5%+12.9pp | 83.2%+6.3pp |
| Annual return | -1.60% | 13.93%-15.5pp | 9.32%-10.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,054 | $4,537-76.8% | $3,474-69.7% | $4,866-78.3% |
| Participant deferral / active EE | $1,377 | $4,859-71.7% | $3,829-64.0% | $5,352-74.3% |
| Admin fee / account holder | $103 | $8,144-98.7% | $6,053-98.3% | $9,541-98.9% |