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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 | $42,257 | $99,345-57.5% | $84,753-50.1% | $273,972-84.6% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,528 | $4,214-16.3% | $3,574-1.3% | $4,869-27.5% |
| Participant deferral / active EE | $5,198 | $4,270+21.7% | $3,712+40.0% | $5,287-1.7% |
| Admin fee / account holder | $42 | $6,645-99.4% | $5,333-99.2% | $10,133-99.6% |