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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 | $56,420 | $88,707-36.4% | $74,184-23.9% | $273,972-79.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.91% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,844 | $3,159-41.6% | $2,370-22.2% | $4,869-62.1% |
| Participant deferral / active EE | $2,752 | $4,212-34.7% | $3,550-22.5% | $5,287-48.0% |
| Admin fee / account holder | $297 | $8,717-96.6% | $5,586-94.7% | $10,133-97.1% |