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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 | $49,217 | $181,896-72.9% | $156,551-68.6% | $273,972-82.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 6.39% | 30.74%-24.4pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,189 | $6,248-49.0% | $5,501-42.0% | $4,869-34.5% |
| Participant deferral / active EE | $5,408 | $5,550-2.6% | $4,871+11.0% | $5,287+2.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |