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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 | $59,158 | $96,956-39.0% | $69,779-15.2% | $273,972-78.4% |
| Participation rate | 76.9% | 77.1%-0.1pp | 71.8%+5.1pp | 83.0%-6.1pp |
| Annual return | 8.06% | 12.93%-4.9pp | 12.99%-4.9pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,279 | $3,316-61.4% | $2,338-45.3% | $4,869-73.7% |
| Participant deferral / active EE | $2,751 | $3,744-26.5% | $2,931-6.1% | $5,287-48.0% |
| Admin fee / account holder | $175 | $7,934-97.8% | $4,381-96.0% | $10,133-98.3% |