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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 | $45,491 | $87,546-48.0% | $75,784-40.0% | $125,389-63.7% |
| Participation rate | 95.2% | 80.2%+15.1pp | 75.8%+19.4pp | 83.2%+12.0pp |
| Annual return | 1.27% | 13.49%-12.2pp | 9.68%-8.4pp | 282.24%-281.0pp |
| Employer contribution / active EE | $2,326 | $3,930-40.8% | $3,323-30.0% | $4,866-52.2% |
| Participant deferral / active EE | $4,520 | $4,230+6.9% | $3,652+23.8% | $5,352-15.5% |
| Admin fee / account holder | $93 | $6,503-98.6% | $5,300-98.2% | $9,541-99.0% |