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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 | $59,520 | $88,707-32.9% | $74,184-19.8% | $273,972-78.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.37% | 11.94%-4.6pp | 17.74%-10.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,483 | $3,159-53.0% | $2,370-37.4% | $4,869-69.5% |
| Participant deferral / active EE | $2,861 | $4,212-32.1% | $3,550-19.4% | $5,287-45.9% |
| Admin fee / account holder | $67 | $8,717-99.2% | $5,586-98.8% | $10,133-99.3% |