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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 | $41,663 | $52,678-20.9% | $75,784-45.0% | $59,633-30.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 1.12% | 2.95%-1.8pp | 9.68%-8.6pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,640 | $2,193+20.3% | $3,323-20.6% | $2,203+19.8% |
| Participant deferral / active EE | $2,909 | $2,591+12.3% | $3,652-20.3% | $3,192-8.8% |
| Admin fee / account holder | $8 | $3,610-99.8% | $5,300-99.8% | $4,297-99.8% |