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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 | $46,748 | $87,546-46.6% | $75,784-38.3% | $125,389-62.7% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | 0.41% | 13.49%-13.1pp | 9.68%-9.3pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,797 | $3,930-54.3% | $3,323-45.9% | $4,866-63.1% |
| Participant deferral / active EE | $4,659 | $4,230+10.1% | $3,652+27.6% | $5,352-12.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |