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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 | $36,788 | $99,345-63.0% | $84,753-56.6% | $273,972-86.6% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 5.30% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,339 | $4,270-21.8% | $3,712-10.0% | $5,287-36.8% |
| Admin fee / account holder | $49 | $6,645-99.3% | $5,333-99.1% | $10,133-99.5% |