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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 | $74,364 | $107,733-31.0% | $92,985-20.0% | $154,746-51.9% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 12.81% | 30.39%-17.6pp | 27.99%-15.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $994 | $3,126-68.2% | $2,662-62.7% | $4,379-77.3% |
| Participant deferral / active EE | $7,143 | $5,053+41.4% | $4,377+63.2% | $6,730+6.1% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |