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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 | $88,043 | $153,311-42.6% | $109,313-19.5% | $273,972-67.9% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 6.23% | 29.86%-23.6pp | 22.07%-15.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $4,161 | $5,619-26.0% | $3,892+6.9% | $4,869-14.5% |
| Participant deferral / active EE | $10,122 | $3,932+157.4% | $3,166+219.7% | $5,287+91.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |