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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 | $61,686 | $181,896-66.1% | $156,551-60.6% | $273,972-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.79% | 30.74%-22.0pp | 32.23%-23.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,792 | $6,248-55.3% | $5,501-49.3% | $4,869-42.7% |
| Participant deferral / active EE | $5,202 | $5,550-6.3% | $4,871+6.8% | $5,287-1.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |