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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 | $38,751 | $99,343-61.0% | $84,751-54.3% | $273,968-85.9% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 5.82% | 22.93%-17.1pp | 22.78%-17.0pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,867 | $4,214+15.5% | $3,574+36.2% | $4,8690% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20 | $6,645-99.7% | $5,333-99.6% | $10,132-99.8% |