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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 | $42,221 | $100,805-58.1% | $86,698-51.3% | $134,532-68.6% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | 0.24% | 29.09%-28.8pp | 35.95%-35.7pp | 418.27%-418.0pp |
| Employer contribution / active EE | $1,731 | $3,490-50.4% | $2,837-39.0% | $4,741-63.5% |
| Participant deferral / active EE | $6,401 | $5,339+19.9% | $4,656+37.5% | $6,4010% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |