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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 | $46,526 | $127,387-63.5% | $115,038-59.6% | $125,389-62.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -0.12% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $875 | $5,166-83.1% | $4,608-81.0% | $4,866-82.0% |
| Participant deferral / active EE | $3,102 | $6,423-51.7% | $6,026-48.5% | $5,352-42.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |