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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 | $100,605 | $113,941-11.7% | $94,229+6.8% | $125,389-19.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.44% | 5.29%-4.8pp | 10.68%-10.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $3,251 | $4,727-31.2% | $3,587-9.4% | $4,866-33.2% |
| Participant deferral / active EE | $12,880 | $5,179+148.7% | $4,320+198.1% | $5,352+140.7% |
| Admin fee / account holder | $15 | $8,392-99.8% | $6,269-99.8% | $9,541-99.8% |