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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 | $51,170 | $67,411-24.1% | $91,004-43.8% | $70,126-27.0% |
| Participation rate | 80.0% | 71.4%+8.6pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 15.50% | -40.16%+55.7pp | 4.60%+10.9pp | 73.15%-57.6pp |
| Employer contribution / active EE | $382 | $1,786-78.6% | $2,456-84.4% | $2,343-83.7% |
| Participant deferral / active EE | $4,136 | $2,823+46.5% | $3,548+16.6% | $3,332+24.1% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |