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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 | $35,596 | $113,941-68.8% | $94,229-62.2% | $125,389-71.6% |
| Participation rate | 89.5% | 82.9%+6.6pp | 78.8%+10.7pp | 83.2%+6.3pp |
| Annual return | 1.26% | 5.29%-4.0pp | 10.68%-9.4pp | 282.24%-281.0pp |
| Employer contribution / active EE | $6,114 | $4,727+29.3% | $3,587+70.5% | $4,866+25.7% |
| Participant deferral / active EE | $3,828 | $5,179-26.1% | $4,320-11.4% | $5,352-28.5% |
| Admin fee / account holder | $135 | $8,392-98.4% | $6,269-97.8% | $9,541-98.6% |