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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 | $48,740 | $136,307-64.2% | $106,619-54.3% | $273,972-82.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 78.0%-3.0pp | 83.0%-8.0pp |
| Annual return | 6.63% | 11.05%-4.4pp | 9.42%-2.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,980 | $5,190-61.9% | $3,947-49.8% | $4,869-59.3% |
| Participant deferral / active EE | $6,777 | $4,969+36.4% | $3,930+72.4% | $5,287+28.2% |
| Admin fee / account holder | $24 | $8,625-99.7% | $6,418-99.6% | $10,133-99.8% |