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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 | $59,677 | $88,707-32.7% | $74,184-19.6% | $273,972-78.2% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 11.39% | 11.94%-0.6pp | 17.74%-6.3pp | 41.46%-30.1pp |
| Employer contribution / active EE | $1,805 | $3,159-42.9% | $2,370-23.8% | $4,869-62.9% |
| Participant deferral / active EE | $3,468 | $4,212-17.7% | $3,550-2.3% | $5,287-34.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |