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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 | $89,427 | $45,079+98.4% | $69,461+28.7% | $72,983+22.5% |
| Participation rate | 96.2% | 68.5%+27.7pp | 74.6%+21.5pp | 69.5%+26.7pp |
| Annual return | 11.82% | 22.65%-10.8pp | 28.97%-17.2pp | 81.01%-69.2pp |
| Employer contribution / active EE | $577 | $2,055-71.9% | $2,779-79.2% | $2,440-76.4% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |