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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 | $68,163 | $96,956-29.7% | $69,779-2.3% | $273,972-75.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 3.26% | 12.93%-9.7pp | 12.99%-9.7pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,187 | $3,316-34.1% | $2,338-6.5% | $4,869-55.1% |
| Participant deferral / active EE | $7,805 | $3,744+108.5% | $2,931+166.3% | $5,287+47.6% |
| Admin fee / account holder | $6 | $7,934-99.9% | $4,381-99.9% | $10,133-99.9% |