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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 | $32,429 | $99,345-67.4% | $84,753-61.7% | $273,972-88.2% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 10.37% | 22.93%-12.6pp | 22.78%-12.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,085 | $4,214-50.5% | $3,574-41.7% | $4,869-57.2% |
| Participant deferral / active EE | $4,172 | $4,270-2.3% | $3,712+12.4% | $5,287-21.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |