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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 | $80,385 | $181,896-55.8% | $156,551-48.7% | $273,972-70.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 10.31% | 30.74%-20.4pp | 32.23%-21.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,033 | $6,248-67.5% | $5,501-63.1% | $4,869-58.3% |
| Participant deferral / active EE | $7,620 | $5,550+37.3% | $4,871+56.4% | $5,287+44.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |