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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 | $24,839 | $97,881-74.6% | $80,004-69.0% | $125,389-80.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 73.0%+10.3pp | 83.2%+0.1pp |
| Annual return | -1.54% | 9.36%-10.9pp | 7.63%-9.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $3,026 | $3,128-3.3% | $2,473+22.4% | $4,866-37.8% |
| Participant deferral / active EE | $4,758 | $3,744+27.1% | $3,204+48.5% | $5,352-11.1% |
| Admin fee / account holder | $130 | $6,278-97.9% | $5,033-97.4% | $9,541-98.6% |