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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 | $47,849 | $65,712-27.2% | $57,196-16.3% | $273,972-82.5% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 12.31% | 22.01%-9.7pp | 14.59%-2.3pp | 41.46%-29.1pp |
| Employer contribution / active EE | $2,904 | $3,280-11.5% | $2,683+8.2% | $4,869-40.4% |
| Participant deferral / active EE | $6,266 | $3,782+65.7% | $3,096+102.4% | $5,287+18.5% |
| Admin fee / account holder | $13 | $4,838-99.7% | $3,141-99.6% | $10,133-99.9% |