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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 | $58,619 | $99,345-41.0% | $84,753-30.8% | $273,972-78.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.48% | 22.93%-15.4pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,844 | $4,214-56.3% | $3,574-48.4% | $4,869-62.1% |
| Participant deferral / active EE | $6,806 | $4,270+59.4% | $3,712+83.4% | $5,287+28.7% |
| Admin fee / account holder | $21 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |