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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 | $37,758 | $88,707-57.4% | $74,184-49.1% | $273,972-86.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 15.42% | 11.94%+3.5pp | 17.74%-2.3pp | 41.46%-26.0pp |
| Employer contribution / active EE | $2,394 | $3,159-24.2% | $2,370+1.0% | $4,869-50.8% |
| Participant deferral / active EE | $6,088 | $4,212+44.6% | $3,550+71.5% | $5,287+15.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |