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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 | $89,407 | $127,387-29.8% | $115,038-22.3% | $125,389-28.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 0.25% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,129 | $5,166-78.1% | $4,608-75.5% | $4,866-76.8% |
| Participant deferral / active EE | $2,532 | $6,423-60.6% | $6,026-58.0% | $5,352-52.7% |
| Admin fee / account holder | $143 | $9,516-98.5% | $8,175-98.2% | $9,541-98.5% |