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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 | $50,792 | $88,707-42.7% | $74,184-31.5% | $273,972-81.5% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 7.25% | 11.94%-4.7pp | 17.74%-10.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,604 | $3,159-49.2% | $2,370-32.3% | $4,869-67.1% |
| Participant deferral / active EE | $2,686 | $4,212-36.2% | $3,550-24.3% | $5,287-49.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |