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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 | $41,264 | $39,132+5.4% | $57,196-27.9% | $62,881-34.4% |
| Participation rate | 92.9% | 70.5%+22.4pp | 75.3%+17.5pp | 69.3%+23.6pp |
| Annual return | 2.19% | 9.24%-7.1pp | 14.59%-12.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $599 | $1,874-68.0% | $2,683-77.7% | $2,281-73.7% |
| Participant deferral / active EE | $2,046 | $2,374-13.8% | $3,096-33.9% | $3,203-36.1% |
| Admin fee / account holder | $206 | $2,594-92.1% | $3,141-93.5% | $4,296-95.2% |