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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 | $67,607 | $96,562-30.0% | $80,976-16.5% | $273,968-75.3% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 8.68% | 15.14%-6.5pp | 17.10%-8.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,672 | $6,597+16.3% | $5,696+34.7% | $5,287+45.1% |
| Admin fee / account holder | $292 | $7,493-96.1% | $5,516-94.7% | $10,132-97.1% |