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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 | $26,513 | $62,586-57.6% | $76,766-65.5% | $64,181-58.7% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | 7.47% | -1.95%+9.4pp | 2.43%+5.0pp | 7.63%-0.2pp |
| Employer contribution / active EE | $1,522 | $1,832-16.9% | $2,485-38.8% | $2,381-36.1% |
| Participant deferral / active EE | $2,013 | $3,145-36.0% | $3,851-47.7% | $3,470-42.0% |
| Admin fee / account holder | $199 | $4,667-95.7% | $6,675-97.0% | $4,887-95.9% |