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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 | $89,401 | $181,896-50.9% | $156,551-42.9% | $273,972-67.4% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 5.07% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $3,867 | $6,248-38.1% | $5,501-29.7% | $4,869-20.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |