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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 | $29,464 | $127,387-76.9% | $115,038-74.4% | $125,389-76.5% |
| Participation rate | 70.8% | 84.2%-13.3pp | 81.4%-10.5pp | 83.2%-12.4pp |
| Annual return | 3.45% | 31.28%-27.8pp | 26.14%-22.7pp | 282.24%-278.8pp |
| Employer contribution / active EE | $2,855 | $5,166-44.7% | $4,608-38.1% | $4,866-41.3% |
| Participant deferral / active EE | $7,103 | $6,423+10.6% | $6,026+17.9% | $5,352+32.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |