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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 | $94,021 | $153,769-38.9% | $133,975-29.8% | $273,972-65.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 7.46% | 36.51%-29.1pp | 29.29%-21.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $7,496 | $6,029+24.3% | $5,211+43.8% | $4,869+54.0% |
| Participant deferral / active EE | $4,578 | $6,958-34.2% | $6,282-27.1% | $5,287-13.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |