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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 | $57,863 | $88,707-34.8% | $74,184-22.0% | $273,972-78.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.91% | 11.94%-4.0pp | 17.74%-9.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,573 | $3,159-50.2% | $2,370-33.6% | $4,869-67.7% |
| Participant deferral / active EE | $10,251 | $4,212+143.4% | $3,550+188.8% | $5,287+93.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |