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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 | $18,059 | $96,558-81.3% | $80,977-77.7% | $273,972-93.4% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 15.91% | 15.14%+0.8pp | 17.11%-1.2pp | 41.46%-25.5pp |
| Employer contribution / active EE | $2,665 | $4,869-45.3% | $3,715-28.3% | $4,869-45.3% |
| Participant deferral / active EE | $5,261 | $6,598-20.3% | $5,696-7.6% | $5,287-0.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |