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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 | $68,741 | $181,896-62.2% | $156,551-56.1% | $273,972-74.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.19% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,753 | $6,248-72.0% | $5,501-68.1% | $4,869-64.0% |
| Participant deferral / active EE | $10,238 | $5,550+84.5% | $4,871+110.2% | $5,287+93.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |