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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 | $38,821 | $88,707-56.2% | $74,184-47.7% | $273,972-85.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 10.33% | 11.94%-1.6pp | 17.74%-7.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,754 | $3,159-44.5% | $2,370-26.0% | $4,869-64.0% |
| Participant deferral / active EE | $2,582 | $4,212-38.7% | $3,550-27.3% | $5,287-51.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |