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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 | $92,965 | $136,307-31.8% | $106,619-12.8% | $273,972-66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.77% | 11.05%-1.3pp | 9.42%+0.3pp | 41.46%-31.7pp |
| Employer contribution / active EE | $970 | $5,190-81.3% | $3,947-75.4% | $4,869-80.1% |
| Participant deferral / active EE | $4,830 | $4,969-2.8% | $3,930+22.9% | $5,287-8.6% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |