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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 | $16,731 | $86,705-80.7% | $73,309-77.2% | $125,393-86.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | 0.04% | 2.78%-2.7pp | 5.67%-5.6pp | 282.23%-282.2pp |
| Employer contribution / active EE | $1,406 | $4,152-66.1% | $3,237-56.6% | $4,866-71.1% |
| Participant deferral / active EE | $2,676 | $5,549-51.8% | $4,991-46.4% | $5,351-50.0% |
| Admin fee / account holder | $88 | $7,772-98.9% | $5,637-98.4% | $9,541-99.1% |