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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 | $60,863 | $88,707-31.4% | $74,184-18.0% | $273,972-77.8% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 9.25% | 11.94%-2.7pp | 17.74%-8.5pp | 41.46%-32.2pp |
| Employer contribution / active EE | $760 | $3,159-76.0% | $2,370-67.9% | $4,869-84.4% |
| Participant deferral / active EE | $2,328 | $4,212-44.7% | $3,550-34.4% | $5,287-56.0% |
| Admin fee / account holder | $149 | $8,717-98.3% | $5,586-97.3% | $10,133-98.5% |