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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 | $39,438 | $93,064-57.6% | $74,577-47.1% | $273,972-85.6% |
| Participation rate | 81.8% | 74.9%+6.9pp | 68.1%+13.7pp | 83.0%-1.2pp |
| Annual return | 7.79% | 26.18%-18.4pp | 20.47%-12.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,562 | $3,160-50.6% | $2,525-38.1% | $4,869-67.9% |
| Participant deferral / active EE | $2,537 | $4,160-39.0% | $3,458-26.6% | $5,287-52.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |