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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 | $89,759 | $153,769-41.6% | $133,975-33.0% | $273,972-67.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 10.55% | 36.51%-26.0pp | 29.29%-18.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,588 | $6,029-73.7% | $5,211-69.5% | $4,869-67.4% |
| Participant deferral / active EE | $9,709 | $6,958+39.5% | $6,282+54.6% | $5,287+83.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |