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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 | $81,899 | $99,345-17.6% | $84,753-3.4% | $273,972-70.1% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 8.56% | 22.93%-14.4pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,604 | $4,214-61.9% | $3,574-55.1% | $4,869-67.0% |
| Participant deferral / active EE | $3,473 | $4,270-18.7% | $3,712-6.4% | $5,287-34.3% |
| Admin fee / account holder | $156 | $6,645-97.7% | $5,333-97.1% | $10,133-98.5% |