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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 | $42,943 | $167,533-74.4% | $151,645-71.7% | $134,545-68.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.76% | 7.81%-7.1pp | 3.34%-2.6pp | 418.37%-417.6pp |
| Employer contribution / active EE | $2,271 | $6,828-66.7% | $6,165-63.2% | $4,742-52.1% |
| Participant deferral / active EE | $7,881 | $8,985-12.3% | $8,363-5.8% | $6,401+23.1% |
| Admin fee / account holder | $40 | $13,781-99.7% | $11,614-99.7% | $11,431-99.6% |