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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 | $71,748 | $167,362-57.1% | $143,799-50.1% | $134,532-46.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,861 | $5,620-66.9% | $4,952-62.4% | $4,741-60.7% |
| Participant deferral / active EE | $3,604 | $6,447-44.1% | $5,638-36.1% | $6,401-43.7% |
| Admin fee / account holder | $127 | $18,094-99.3% | $14,677-99.1% | $11,429-98.9% |