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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 | $67,838 | $86,701-21.8% | $73,309-7.5% | $125,389-45.9% |
| Participation rate | 90.9% | 78.6%+12.3pp | 74.9%+16.0pp | 83.2%+7.7pp |
| Annual return | 2.04% | 2.78%-0.7pp | 5.67%-3.6pp | 282.24%-280.2pp |
| Employer contribution / active EE | $2,687 | $4,152-35.3% | $3,237-17.0% | $4,866-44.8% |
| Participant deferral / active EE | $2,972 | $5,549-46.4% | $4,991-40.5% | $5,352-44.5% |
| Admin fee / account holder | $4 | $7,768-99.9% | $5,635-99.9% | $9,541-100.0% |