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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 | $44,706 | $52,678-15.1% | $75,784-41.0% | $59,633-25.0% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.8%-0.8pp | 68.7%+6.3pp |
| Annual return | 2.88% | 2.95%-0.1pp | 9.68%-6.8pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,642 | $2,591+40.6% | $3,652-0.3% | $3,192+14.1% |
| Admin fee / account holder | $52 | $3,610-98.6% | $5,300-99.0% | $4,297-98.8% |