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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 | $46,347 | $77,817-40.4% | $123,553-62.5% | $64,173-27.8% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | 0.15% | 12.49%-12.3pp | 119.21%-119.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $2,138 | $3,014-29.1% | $4,628-53.8% | $2,381-10.2% |
| Participant deferral / active EE | $4,224 | $5,240-19.4% | $6,426-34.3% | $3,470+21.7% |
| Admin fee / account holder | $240 | $5,519-95.6% | $9,284-97.4% | $4,887-95.1% |