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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 | $46,698 | $167,353-72.1% | $143,797-67.5% | $134,545-65.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -0.22% | 0.48%-0.7pp | -0.04%-0.2pp | 418.37%-418.6pp |
| Employer contribution / active EE | $1,339 | $5,620-76.2% | $4,952-73.0% | $4,742-71.8% |
| Participant deferral / active EE | $5,700 | $6,447-11.6% | $5,638+1.1% | $6,401-11.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |