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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 | $63,849 | $99,345-35.7% | $84,753-24.7% | $273,972-76.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.52% | 22.93%-14.4pp | 22.78%-14.3pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,385 | $4,214-67.1% | $3,574-61.3% | $4,869-71.6% |
| Participant deferral / active EE | $5,004 | $4,270+17.2% | $3,712+34.8% | $5,287-5.4% |
| Admin fee / account holder | $11 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |