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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 | $82,330 | $88,707-7.2% | $74,184+11.0% | $273,972-69.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 11.59% | 11.94%-0.4pp | 17.74%-6.1pp | 41.46%-29.9pp |
| Employer contribution / active EE | $1,120 | $3,159-64.5% | $2,370-52.7% | $4,869-77.0% |
| Participant deferral / active EE | $2,734 | $4,212-35.1% | $3,550-23.0% | $5,287-48.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |