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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 | $28,720 | $99,345-71.1% | $84,753-66.1% | $273,972-89.5% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 6.39% | 22.93%-16.5pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,033 | $4,214-51.8% | $3,574-43.1% | $4,869-58.3% |
| Participant deferral / active EE | $3,375 | $4,270-20.9% | $3,712-9.1% | $5,287-36.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |