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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 | $155,579 | $215,361-27.8% | $171,082-9.1% | $273,972-43.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.73% | 25.14%-16.4pp | 32.56%-23.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,333 | $4,967-53.0% | $4,002-41.7% | $4,869-52.1% |
| Participant deferral / active EE | $8,342 | $5,543+50.5% | $4,797+73.9% | $5,287+57.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |