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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 | $33,336 | $96,956-65.6% | $69,779-52.2% | $273,972-87.8% |
| Participation rate | 72.7% | 77.1%-4.3pp | 71.8%+0.9pp | 83.0%-10.3pp |
| Annual return | 7.54% | 12.93%-5.4pp | 12.99%-5.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,260 | $3,316-31.8% | $2,338-3.4% | $4,869-53.6% |
| Participant deferral / active EE | $3,628 | $3,744-3.1% | $2,931+23.8% | $5,287-31.4% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |