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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 | $34,969 | $88,583-60.5% | $88,497-60.5% | $273,972-87.2% |
| Participation rate | 88.9% | 83.5%+5.4pp | 82.4%+6.5pp | 83.0%+5.9pp |
| Annual return | 12.28% | 5.68%+6.6pp | 7.63%+4.7pp | 41.46%-29.2pp |
| Employer contribution / active EE | $1,246 | $4,502-72.3% | $4,036-69.1% | $4,869-74.4% |
| Participant deferral / active EE | $3,736 | $4,891-23.6% | $4,899-23.7% | $5,287-29.3% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |