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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 | $30,656 | $72,177-57.5% | $115,038-73.4% | $59,633-48.6% |
| Participation rate | 84.0% | 72.6%+11.4pp | 81.4%+2.6pp | 68.7%+15.3pp |
| Annual return | 6.71% | 12.02%-5.3pp | 26.14%-19.4pp | 2041.45%-2034.7pp |
| Employer contribution / active EE | $2,183 | $2,841-23.2% | $4,608-52.6% | $2,203-0.9% |
| Participant deferral / active EE | $5,356 | $4,783+12.0% | $6,026-11.1% | $3,192+67.8% |
| Admin fee / account holder | $67 | $4,927-98.6% | $8,175-99.2% | $4,297-98.4% |