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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 | $33,270 | $52,678-36.8% | $75,784-56.1% | $59,633-44.2% |
| Participation rate | 84.6% | 67.2%+17.4pp | 75.8%+8.8pp | 68.7%+15.9pp |
| Annual return | 0.66% | 2.95%-2.3pp | 9.68%-9.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $2,981 | $2,193+35.9% | $3,323-10.3% | $2,203+35.3% |
| Participant deferral / active EE | $3,201 | $2,591+23.6% | $3,652-12.3% | $3,192+0.3% |
| Admin fee / account holder | $205 | $3,610-94.3% | $5,300-96.1% | $4,297-95.2% |