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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 | $52,222 | $99,345-47.4% | $84,753-38.4% | $273,972-80.9% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 8.26% | 22.93%-14.7pp | 22.78%-14.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,887 | $4,214-55.2% | $3,574-47.2% | $4,869-61.2% |
| Participant deferral / active EE | $5,025 | $4,270+17.7% | $3,712+35.4% | $5,287-5.0% |
| Admin fee / account holder | $112 | $6,645-98.3% | $5,333-97.9% | $10,133-98.9% |