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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 | $39,994 | $58,828-32.0% | $78,002-48.7% | $62,881-36.4% |
| Participation rate | 77.8% | 71.1%+6.7pp | 75.5%+2.3pp | 69.3%+8.5pp |
| Annual return | 5.70% | 17.16%-11.5pp | 425.99%-420.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,646 | $1,672-1.6% | $2,470-33.4% | $2,281-27.8% |
| Participant deferral / active EE | $3,627 | $2,686+35.1% | $3,497+3.7% | $3,203+13.2% |
| Admin fee / account holder | $125 | $4,393-97.1% | $5,481-97.7% | $4,296-97.1% |