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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 | $11,748 | $65,712-82.1% | $57,196-79.5% | $273,972-95.7% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 13.76% | 22.01%-8.2pp | 14.59%-0.8pp | 41.46%-27.7pp |
| Employer contribution / active EE | $1,322 | $3,280-59.7% | $2,683-50.7% | $4,869-72.8% |
| Participant deferral / active EE | $3,722 | $3,782-1.6% | $3,096+20.2% | $5,287-29.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |