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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 | $41,932 | $99,345-57.8% | $84,753-50.5% | $273,972-84.7% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 13.78% | 22.93%-9.1pp | 22.78%-9.0pp | 41.46%-27.7pp |
| Employer contribution / active EE | $1,855 | $4,214-56.0% | $3,574-48.1% | $4,869-61.9% |
| Participant deferral / active EE | $4,087 | $4,270-4.3% | $3,712+10.1% | $5,287-22.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |