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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 | $34,893 | $97,881-64.4% | $80,004-56.4% | $125,389-72.2% |
| Participation rate | 76.9% | 77.9%-0.9pp | 73.0%+3.9pp | 83.2%-6.3pp |
| Annual return | 1.24% | 9.36%-8.1pp | 7.63%-6.4pp | 282.24%-281.0pp |
| Employer contribution / active EE | $560 | $3,128-82.1% | $2,473-77.4% | $4,866-88.5% |
| Participant deferral / active EE | $1,671 | $3,744-55.4% | $3,204-47.8% | $5,352-68.8% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |