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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 | $48,862 | $65,712-25.6% | $57,196-14.6% | $273,972-82.2% |
| Participation rate | 76.9% | 78.3%-1.4pp | 75.3%+1.6pp | 83.0%-6.1pp |
| Annual return | 5.95% | 22.01%-16.1pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,928 | $3,280-41.2% | $2,683-28.2% | $4,869-60.4% |
| Participant deferral / active EE | $5,218 | $3,782+38.0% | $3,096+68.5% | $5,287-1.3% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |