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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 | $55,023 | $93,064-40.9% | $74,577-26.2% | $273,972-79.9% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 4.09% | 26.18%-22.1pp | 20.47%-16.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,543 | $3,160-19.5% | $2,525+0.7% | $4,869-47.8% |
| Participant deferral / active EE | $3,351 | $4,160-19.5% | $3,458-3.1% | $5,287-36.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |