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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 | $117,066 | $163,687-28.5% | $108,745+7.7% | $273,972-57.3% |
| Participation rate | 83.3% | 82.3%+1.0pp | 77.7%+5.7pp | 83.0%+0.3pp |
| Annual return | 4.55% | 31.16%-26.6pp | 46.22%-41.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $3,377 | $4,711-28.3% | $3,323+1.6% | $4,869-30.6% |
| Participant deferral / active EE | $8,639 | $7,155+20.7% | $5,121+68.7% | $5,287+63.4% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |