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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 | $63,040 | $96,558-34.7% | $80,977-22.2% | $273,972-77.0% |
| Participation rate | 95.8% | 79.1%+16.8pp | 75.8%+20.0pp | 83.0%+12.8pp |
| Annual return | 7.31% | 15.14%-7.8pp | 17.11%-9.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,033 | $4,869-78.8% | $3,715-72.2% | $4,869-78.8% |
| Participant deferral / active EE | $2,539 | $6,598-61.5% | $5,696-55.4% | $5,287-52.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |