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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 | $50,230 | $99,345-49.4% | $84,753-40.7% | $273,972-81.7% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 10.79% | 22.93%-12.1pp | 22.78%-12.0pp | 41.46%-30.7pp |
| Employer contribution / active EE | $1,212 | $4,214-71.2% | $3,574-66.1% | $4,869-75.1% |
| Participant deferral / active EE | $3,981 | $4,270-6.8% | $3,712+7.2% | $5,287-24.7% |
| Admin fee / account holder | $26 | $6,645-99.6% | $5,333-99.5% | $10,133-99.7% |