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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 | $48,336 | $84,518-42.8% | $67,704-28.6% | $125,388-61.5% |
| Participation rate | 90.9% | 74.8%+16.1pp | 67.5%+23.4pp | 83.2%+7.7pp |
| Annual return | 0.29% | 2.57%-2.3pp | 25.41%-25.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,273 | $3,292-61.3% | $2,559-50.3% | $4,866-73.8% |
| Participant deferral / active EE | $2,791 | $4,430-37.0% | $3,585-22.2% | $5,352-47.9% |
| Admin fee / account holder | -$258 | $5,340-104.8% | $4,255-106.1% | $9,541-102.7% |