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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 | $69,180 | $86,701-20.2% | $73,309-5.6% | $125,389-44.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.05% | 2.78%-2.7pp | 5.67%-5.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $565 | $4,152-86.4% | $3,237-82.5% | $4,866-88.4% |
| Participant deferral / active EE | $3,522 | $5,549-36.5% | $4,991-29.4% | $5,352-34.2% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |