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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 | $47,790 | $153,769-68.9% | $133,975-64.3% | $273,972-82.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 14.30% | 36.51%-22.2pp | 29.29%-15.0pp | 41.46%-27.2pp |
| Employer contribution / active EE | $1,827 | $6,029-69.7% | $5,211-64.9% | $4,869-62.5% |
| Participant deferral / active EE | $8,055 | $6,958+15.8% | $6,282+28.2% | $5,287+52.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |