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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 | $99,068 | $210,510-52.9% | $153,500-35.5% | $145,877-32.1% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 9.68% | 13.45%-3.8pp | 15.70%-6.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,616 | $6,052-56.8% | $5,039-48.1% | $4,663-43.9% |
| Participant deferral / active EE | $7,475 | $7,974-6.3% | $6,756+10.6% | $6,691+11.7% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |