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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 | $30,763 | $86,701-64.5% | $73,309-58.0% | $125,389-75.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 74.9%+12.6pp | 83.2%+4.3pp |
| Annual return | 0.68% | 2.78%-2.1pp | 5.67%-5.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,562 | $4,152-62.4% | $3,237-51.8% | $4,866-67.9% |
| Participant deferral / active EE | $6,251 | $5,549+12.6% | $4,991+25.2% | $5,352+16.8% |
| Admin fee / account holder | $31 | $7,768-99.6% | $5,635-99.4% | $9,541-99.7% |