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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 | $68,213 | $96,558-29.4% | $80,977-15.8% | $273,972-75.1% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 5.35% | 15.14%-9.8pp | 17.11%-11.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,917 | $4,869-60.6% | $3,715-48.4% | $4,869-60.6% |
| Participant deferral / active EE | $9,596 | $6,598+45.4% | $5,696+68.5% | $5,287+81.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |