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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 | $32,752 | $211,946-84.5% | $169,452-80.7% | $135,379-75.8% |
| Participation rate | 92.9% | 82.6%+10.2pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | 2.95% | 3.26%-0.3pp | 1.83%+1.1pp | 519.79%-516.8pp |
| Employer contribution / active EE | $4,570 | $5,117-10.7% | $4,157+9.9% | $4,779-4.4% |
| Participant deferral / active EE | $10,766 | $6,075+77.2% | $5,277+104.0% | $5,609+91.9% |
| Admin fee / account holder | $35 | $11,472-99.7% | $9,110-99.6% | $10,828-99.7% |