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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 | $87,330 | $167,362-47.8% | $143,799-39.3% | $134,532-35.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.78% | 0.47%+0.3pp | -0.04%+0.8pp | 418.27%-417.5pp |
| Employer contribution / active EE | $1,443 | $5,620-74.3% | $4,952-70.9% | $4,741-69.6% |
| Participant deferral / active EE | $9,628 | $6,447+49.3% | $5,638+70.7% | $6,401+50.4% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |