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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 | $62,951 | $167,362-62.4% | $143,799-56.2% | $134,532-53.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,308 | $5,620-41.2% | $4,952-33.2% | $4,741-30.2% |
| Participant deferral / active EE | $6,754 | $6,447+4.8% | $5,638+19.8% | $6,401+5.5% |
| Admin fee / account holder | $206 | $18,094-98.9% | $14,677-98.6% | $11,429-98.2% |