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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 | $46,365 | $97,881-52.6% | $80,004-42.0% | $125,388-63.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 73.0%+14.5pp | 83.2%+4.3pp |
| Annual return | -1.03% | 9.36%-10.4pp | 7.63%-8.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $238 | $3,128-92.4% | $2,473-90.4% | $4,866-95.1% |
| Participant deferral / active EE | $5,021 | $3,744+34.1% | $3,204+56.7% | $5,352-6.2% |
| Admin fee / account holder | $95 | $6,278-98.5% | $5,033-98.1% | $9,541-99.0% |