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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 | $62,157 | $72,177-13.9% | $115,038-46.0% | $59,633+4.2% |
| Participation rate | 76.0% | 72.6%+3.4pp | 81.4%-5.4pp | 68.7%+7.3pp |
| Annual return | 0.01% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $825 | $2,841-71.0% | $4,608-82.1% | $2,203-62.6% |
| Participant deferral / active EE | $6,198 | $4,783+29.6% | $6,026+2.8% | $3,192+94.2% |
| Admin fee / account holder | $2 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |