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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 | $83,911 | $136,860-38.7% | $120,344-30.3% | $154,746-45.8% |
| Participation rate | 76.5% | 79.9%-3.4pp | 76.7%-0.2pp | 80.7%-4.2pp |
| Annual return | 14.75% | 21.38%-6.6pp | 20.30%-5.6pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,331 | $3,533-5.7% | $3,020+10.3% | $4,379-23.9% |
| Participant deferral / active EE | $9,899 | $5,793+70.9% | $5,135+92.8% | $6,730+47.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |