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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 | $42,182 | $88,707-52.4% | $74,184-43.1% | $273,972-84.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 9.53% | 11.94%-2.4pp | 17.74%-8.2pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,366 | $3,159-56.8% | $2,370-42.4% | $4,869-72.0% |
| Participant deferral / active EE | $5,152 | $4,212+22.3% | $3,550+45.1% | $5,287-2.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |