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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 | $78,193 | $41,981+86.3% | $63,412+23.3% | $59,633+31.1% |
| Participation rate | 100.0% | 60.3%+39.7pp | 67.1%+32.9pp | 68.7%+31.3pp |
| Annual return | -0.42% | 13.04%-13.5pp | 4.04%-4.5pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $4,303 | $1,287+234.2% | $1,814+137.2% | $2,203+95.3% |
| Participant deferral / active EE | $3,079 | $2,002+53.8% | $2,496+23.4% | $3,192-3.5% |
| Admin fee / account holder | $58 | $3,509-98.3% | $3,753-98.4% | $4,297-98.6% |