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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 | $31,153 | $96,562-67.7% | $80,976-61.5% | $273,968-88.6% |
| Participation rate | 72.7% | 79.1%-6.4pp | 75.8%-3.1pp | 83.0%-10.3pp |
| Annual return | 15.40% | 15.14%+0.3pp | 17.10%-1.7pp | 41.45%-26.1pp |
| Employer contribution / active EE | $3,854 | $4,868-20.8% | $3,714+3.8% | $4,869-20.8% |
| Participant deferral / active EE | $8,906 | $6,597+35.0% | $5,696+56.4% | $5,287+68.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,516-100.0% | $10,132-100.0% |