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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 | $32,747 | $88,707-63.1% | $74,184-55.9% | $273,972-88.0% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.40% | 11.94%-4.5pp | 17.74%-10.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,685 | $3,159-46.7% | $2,370-28.9% | $4,869-65.4% |
| Participant deferral / active EE | $3,202 | $4,212-24.0% | $3,550-9.8% | $5,287-39.4% |
| Admin fee / account holder | $50 | $8,717-99.4% | $5,586-99.1% | $10,133-99.5% |