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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 | $23,504 | $64,307-63.4% | $57,347-59.0% | $125,393-81.3% |
| Participation rate | 86.7% | 78.6%+8.0pp | 75.1%+11.6pp | 83.2%+3.5pp |
| Annual return | 1.22% | 25.14%-23.9pp | 24.40%-23.2pp | 282.23%-281.0pp |
| Employer contribution / active EE | $693 | $3,193-78.3% | $2,689-74.2% | $4,866-85.7% |
| Participant deferral / active EE | $2,519 | $3,847-34.5% | $3,162-20.3% | $5,351-52.9% |
| Admin fee / account holder | $71 | $5,242-98.7% | $3,356-97.9% | $9,541-99.3% |