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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 | $82,761 | $113,941-27.4% | $94,229-12.2% | $125,389-34.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.36% | 5.29%-3.9pp | 10.68%-9.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $2,341 | $4,727-50.5% | $3,587-34.7% | $4,866-51.9% |
| Participant deferral / active EE | $12,039 | $5,179+132.5% | $4,320+178.7% | $5,352+125.0% |
| Admin fee / account holder | $83 | $8,392-99.0% | $6,269-98.7% | $9,541-99.1% |