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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 | $57,024 | $199,109-71.4% | $173,730-67.2% | $154,746-63.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 15.27% | 20.02%-4.8pp | 19.96%-4.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,310 | $5,311-75.3% | $4,577-71.4% | $4,379-70.1% |
| Participant deferral / active EE | $4,020 | $7,113-43.5% | $6,326-36.5% | $6,730-40.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |