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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 | $50,988 | $87,546-41.8% | $75,784-32.7% | $125,389-59.3% |
| Participation rate | 86.4% | 80.2%+6.2pp | 75.8%+10.5pp | 83.2%+3.2pp |
| Annual return | -1.09% | 13.49%-14.6pp | 9.68%-10.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,364 | $3,930-65.3% | $3,323-59.0% | $4,866-72.0% |
| Participant deferral / active EE | $1,751 | $4,230-58.6% | $3,652-52.1% | $5,352-67.3% |
| Admin fee / account holder | $155 | $6,503-97.6% | $5,300-97.1% | $9,541-98.4% |