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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 | $66,679 | $99,345-32.9% | $84,753-21.3% | $273,972-75.7% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 4.23% | 22.93%-18.7pp | 22.78%-18.6pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,684 | $4,214-60.0% | $3,574-52.9% | $4,869-65.4% |
| Participant deferral / active EE | $3,103 | $4,270-27.3% | $3,712-16.4% | $5,287-41.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |