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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 | $71,199 | $153,769-53.7% | $133,975-46.9% | $273,972-74.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 4.73% | 36.51%-31.8pp | 29.29%-24.6pp | 41.46%-36.7pp |
| Employer contribution / active EE | $5,379 | $6,029-10.8% | $5,211+3.2% | $4,869+10.5% |
| Participant deferral / active EE | $5,353 | $6,958-23.1% | $6,282-14.8% | $5,287+1.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |