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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 | $29,742 | $99,345-70.1% | $84,753-64.9% | $273,972-89.1% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 6.16% | 22.93%-16.8pp | 22.78%-16.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,868 | $4,214-55.7% | $3,574-47.8% | $4,869-61.6% |
| Participant deferral / active EE | $1,858 | $4,270-56.5% | $3,712-49.9% | $5,287-64.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |