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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 | $45,762 | $97,881-53.2% | $80,004-42.8% | $125,389-63.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.33% | 9.36%-9.0pp | 7.63%-7.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $4,726 | $3,128+51.1% | $2,473+91.1% | $4,866-2.9% |
| Participant deferral / active EE | $5,596 | $3,744+49.4% | $3,204+74.7% | $5,352+4.6% |
| Admin fee / account holder | $180 | $6,278-97.1% | $5,033-96.4% | $9,541-98.1% |