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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 | $43,554 | $99,343-56.2% | $84,751-48.6% | $273,968-84.1% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 4.51% | 22.93%-18.4pp | 22.78%-18.3pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,101 | $4,214-26.4% | $3,574-13.2% | $4,869-36.3% |
| Participant deferral / active EE | $9,573 | $4,269+124.2% | $3,712+157.9% | $5,287+81.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |