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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 | $101,578 | $54,380+86.8% | $68,509+48.3% | $59,632+70.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 1.41% | 2.83%-1.4pp | 8.27%-6.9pp | 2041.32%-2039.9pp |
| Employer contribution / active EE | $980 | $1,539-36.3% | $2,278-57.0% | $2,203-55.5% |
| Participant deferral / active EE | $4,270 | $2,643+61.5% | $3,382+26.2% | $3,192+33.8% |
| Admin fee / account holder | $48 | $3,885-98.8% | $5,275-99.1% | $4,297-98.9% |