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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 | $54,936 | $112,300-51.1% | $90,223-39.1% | $125,389-56.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 1.46% | -0.57%+2.0pp | 1.31%+0.2pp | 282.24%-280.8pp |
| Employer contribution / active EE | $16,300 | $5,181+214.6% | $4,378+272.3% | $4,866+235.0% |
| Participant deferral / active EE | $7,664 | $6,733+13.8% | $5,792+32.3% | $5,352+43.2% |
| Admin fee / account holder | $291 | $10,990-97.4% | $7,406-96.1% | $9,541-96.9% |