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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 | $27,308 | $93,064-70.7% | $74,577-63.4% | $273,972-90.0% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 8.48% | 26.18%-17.7pp | 20.47%-12.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,553 | $3,160-50.9% | $2,525-38.5% | $4,869-68.1% |
| Participant deferral / active EE | $6,293 | $4,160+51.3% | $3,458+82.0% | $5,287+19.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |