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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 | $26,376 | $52,911-50.1% | $73,309-64.0% | $59,633-55.8% |
| Participation rate | 75.8% | 68.2%+7.5pp | 74.9%+0.8pp | 68.7%+7.1pp |
| Annual return | -1.89% | 12.20%-14.1pp | 5.67%-7.6pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,413 | $1,909-26.0% | $3,237-56.3% | $2,203-35.8% |
| Participant deferral / active EE | $2,385 | $4,069-41.4% | $4,991-52.2% | $3,192-25.3% |
| Admin fee / account holder | $133 | $3,835-96.5% | $5,635-97.6% | $4,297-96.9% |