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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 | $82,360 | $106,864-22.9% | $147,318-44.1% | $82,637-0.3% |
| Participation rate | 75.9% | 75.5%+0.4pp | 82.1%-6.2pp | 68.1%+7.8pp |
| Annual return | 14.93% | 27.49%-12.6pp | 70.43%-55.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,524 | $3,417-55.4% | $4,593-66.8% | $2,552-40.3% |
| Participant deferral / active EE | $4,547 | $6,496-30.0% | $7,906-42.5% | $4,126+10.2% |
| Admin fee / account holder | $296 | $8,415-96.5% | $13,708-97.8% | $7,339-96.0% |