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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 | $80,513 | $135,956-40.8% | $123,894-35.0% | $273,972-70.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.49% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $4,373 | $5,170-15.4% | $4,617-5.3% | $4,869-10.2% |
| Participant deferral / active EE | $7,020 | $6,343+10.7% | $5,984+17.3% | $5,287+32.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |