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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 | $56,798 | $127,387-55.4% | $115,038-50.6% | $125,389-54.7% |
| Participation rate | 95.0% | 84.2%+10.8pp | 81.4%+13.6pp | 83.2%+11.8pp |
| Annual return | 1.27% | 31.28%-30.0pp | 26.14%-24.9pp | 282.24%-281.0pp |
| Employer contribution / active EE | $2,801 | $5,166-45.8% | $4,608-39.2% | $4,866-42.4% |
| Participant deferral / active EE | $8,035 | $6,423+25.1% | $6,026+33.3% | $5,352+50.1% |
| Admin fee / account holder | $28 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |