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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 | $52,152 | $181,896-71.3% | $156,551-66.7% | $273,972-81.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 10.48% | 30.74%-20.3pp | 32.23%-21.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $1,690 | $6,248-73.0% | $5,501-69.3% | $4,869-65.3% |
| Participant deferral / active EE | $3,259 | $5,550-41.3% | $4,871-33.1% | $5,287-38.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |