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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 | $128,037 | $87,546+46.3% | $75,784+68.9% | $125,389+2.1% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | 0.81% | 13.49%-12.7pp | 9.68%-8.9pp | 282.24%-281.4pp |
| Employer contribution / active EE | $686 | $3,930-82.6% | $3,323-79.4% | $4,866-85.9% |
| Participant deferral / active EE | $1,714 | $4,230-59.5% | $3,652-53.1% | $5,352-68.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |