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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 | $50,953 | $88,707-42.6% | $74,184-31.3% | $273,972-81.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 8.71% | 11.94%-3.2pp | 17.74%-9.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,614 | $3,159-48.9% | $2,370-31.9% | $4,869-66.9% |
| Participant deferral / active EE | $2,312 | $4,212-45.1% | $3,550-34.9% | $5,287-56.3% |
| Admin fee / account holder | $11 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |