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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 | $54,788 | $153,769-64.4% | $133,975-59.1% | $273,972-80.0% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 10.58% | 36.51%-25.9pp | 29.29%-18.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $4,000 | $6,029-33.6% | $5,211-23.2% | $4,869-17.8% |
| Participant deferral / active EE | $7,714 | $6,958+10.9% | $6,282+22.8% | $5,287+45.9% |
| Admin fee / account holder | $61 | $11,765-99.5% | $9,324-99.3% | $10,133-99.4% |