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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 | $57,596 | $153,311-62.4% | $109,313-47.3% | $273,972-79.0% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 10.57% | 29.86%-19.3pp | 22.07%-11.5pp | 41.46%-30.9pp |
| Employer contribution / active EE | $3,245 | $5,619-42.3% | $3,892-16.6% | $4,869-33.4% |
| Participant deferral / active EE | $3,477 | $3,932-11.6% | $3,166+9.8% | $5,287-34.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |