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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 | $58,161 | $87,544-33.6% | $75,784-23.3% | $125,388-53.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.46% | 13.49%-12.0pp | 9.68%-8.2pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,579 | $3,930-59.8% | $3,323-52.5% | $4,866-67.5% |
| Participant deferral / active EE | $3,214 | $4,229-24.0% | $3,652-12.0% | $5,352-39.9% |
| Admin fee / account holder | $64 | $6,502-99.0% | $5,300-98.8% | $9,541-99.3% |