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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 | $33,545 | $88,707-62.2% | $74,184-54.8% | $273,972-87.8% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 7.10% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,626 | $3,159-48.5% | $2,370-31.4% | $4,869-66.6% |
| Participant deferral / active EE | $3,161 | $4,212-24.9% | $3,550-10.9% | $5,287-40.2% |
| Admin fee / account holder | $256 | $8,717-97.1% | $5,586-95.4% | $10,133-97.5% |