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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 | $66,420 | $99,343-33.1% | $84,751-21.6% | $273,968-75.8% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 6.75% | 22.93%-16.2pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,979 | $4,214-53.0% | $3,574-44.6% | $4,869-59.4% |
| Participant deferral / active EE | $3,428 | $4,269-19.7% | $3,712-7.6% | $5,287-35.2% |
| Admin fee / account holder | $30 | $6,645-99.5% | $5,333-99.4% | $10,132-99.7% |