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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 | $41,054 | $88,707-53.7% | $74,184-44.7% | $273,972-85.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 4.76% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,132 | $3,159-32.5% | $2,370-10.0% | $4,869-56.2% |
| Participant deferral / active EE | $3,732 | $4,212-11.4% | $3,550+5.1% | $5,287-29.4% |
| Admin fee / account holder | $95 | $8,717-98.9% | $5,586-98.3% | $10,133-99.1% |