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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 | $93,330 | $153,769-39.3% | $133,975-30.3% | $273,972-65.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 7.95% | 36.51%-28.6pp | 29.29%-21.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,452 | $6,029-75.9% | $5,211-72.1% | $4,869-70.2% |
| Participant deferral / active EE | $4,500 | $6,958-35.3% | $6,282-28.4% | $5,287-14.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |