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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 | $58,264 | $65,712-11.3% | $57,196+1.9% | $273,972-78.7% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 8.26% | 22.01%-13.7pp | 14.59%-6.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,610 | $3,280-20.4% | $2,683-2.7% | $4,869-46.4% |
| Participant deferral / active EE | $9,754 | $3,782+157.9% | $3,096+215.0% | $5,287+84.5% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |