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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 | $31,839 | $88,707-64.1% | $74,184-57.1% | $273,972-88.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 8.00% | 11.94%-3.9pp | 17.74%-9.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,478 | $3,159-53.2% | $2,370-37.7% | $4,869-69.7% |
| Participant deferral / active EE | $5,029 | $4,212+19.4% | $3,550+41.7% | $5,287-4.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |