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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 | $47,026 | $60,349-22.1% | $74,184-36.6% | $62,881-25.2% |
| Participation rate | 76.6% | 72.7%+3.9pp | 76.6%0pp | 69.3%+7.3pp |
| Annual return | 8.61% | 21.38%-12.8pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,381 | $1,680-17.8% | $2,370-41.7% | $2,281-39.5% |
| Participant deferral / active EE | $2,749 | $2,856-3.8% | $3,550-22.6% | $3,203-14.2% |
| Admin fee / account holder | $92 | $4,261-97.8% | $5,586-98.4% | $4,296-97.9% |