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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 | $53,905 | $67,411-20.0% | $91,004-40.8% | $70,126-23.1% |
| Participation rate | 80.6% | 71.4%+9.3pp | 75.6%+5.0pp | 69.5%+11.1pp |
| Annual return | 14.86% | -40.16%+55.0pp | 4.60%+10.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,402 | $1,786-21.5% | $2,456-42.9% | $2,343-40.2% |
| Participant deferral / active EE | $2,865 | $2,823+1.5% | $3,548-19.2% | $3,332-14.0% |
| Admin fee / account holder | $40 | $4,236-99.0% | $5,417-99.3% | $4,645-99.1% |