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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 | $73,084 | $88,707-17.6% | $74,185-1.5% | $273,970-73.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 9.55% | 11.94%-2.4pp | 17.74%-8.2pp | 41.46%-31.9pp |
| Employer contribution / active EE | $969 | $3,159-69.3% | $2,370-59.1% | $4,869-80.1% |
| Participant deferral / active EE | $2,659 | $4,212-36.9% | $3,550-25.1% | $5,287-49.7% |
| Admin fee / account holder | $147 | $8,717-98.3% | $5,586-97.4% | $10,132-98.6% |