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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 | $78,625 | $181,896-56.8% | $156,551-49.8% | $273,972-71.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.00% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,030 | $6,248-67.5% | $5,501-63.1% | $4,869-58.3% |
| Participant deferral / active EE | $4,432 | $5,550-20.1% | $4,871-9.0% | $5,287-16.2% |
| Admin fee / account holder | $211 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |