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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 | $26,964 | $39,132-31.1% | $57,196-52.9% | $62,881-57.1% |
| Participation rate | 94.5% | 70.5%+24.1pp | 75.3%+19.2pp | 69.3%+25.2pp |
| Annual return | 2.00% | 9.24%-7.2pp | 14.59%-12.6pp | 20.14%-18.1pp |
| Employer contribution / active EE | $1,381 | $1,874-26.3% | $2,683-48.5% | $2,281-39.5% |
| Participant deferral / active EE | $3,700 | $2,374+55.8% | $3,096+19.5% | $3,203+15.5% |
| Admin fee / account holder | $13 | $2,594-99.5% | $3,141-99.6% | $4,296-99.7% |