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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 | $28,065 | $113,941-75.4% | $94,229-70.2% | $125,389-77.6% |
| Participation rate | 78.9% | 82.9%-3.9pp | 78.8%+0.2pp | 83.2%-4.2pp |
| Annual return | 0.40% | 5.29%-4.9pp | 10.68%-10.3pp | 282.24%-281.8pp |
| Employer contribution / active EE | $3,235 | $4,727-31.6% | $3,587-9.8% | $4,866-33.5% |
| Participant deferral / active EE | $4,201 | $5,179-18.9% | $4,320-2.8% | $5,352-21.5% |
| Admin fee / account holder | $95 | $8,392-98.9% | $6,269-98.5% | $9,541-99.0% |