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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 | $27,968 | $127,387-78.0% | $115,038-75.7% | $125,389-77.7% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 0.99% | 31.28%-30.3pp | 26.14%-25.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,032 | $5,166-80.0% | $4,608-77.6% | $4,866-78.8% |
| Participant deferral / active EE | $4,520 | $6,423-29.6% | $6,026-25.0% | $5,352-15.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |