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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 | $30,360 | $96,956-68.7% | $69,779-56.5% | $273,972-88.9% |
| Participation rate | 77.3% | 77.1%+0.2pp | 71.8%+5.4pp | 83.0%-5.7pp |
| Annual return | 11.60% | 12.93%-1.3pp | 12.99%-1.4pp | 41.46%-29.9pp |
| Employer contribution / active EE | $1,148 | $3,316-65.4% | $2,338-50.9% | $4,869-76.4% |
| Participant deferral / active EE | $1,148 | $3,744-69.3% | $2,931-60.8% | $5,287-78.3% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |