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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 | $102,883 | $153,311-32.9% | $109,313-5.9% | $273,972-62.4% |
| Participation rate | 71.4% | 80.1%-8.7pp | 71.3%+0.2pp | 83.0%-11.6pp |
| Annual return | 9.69% | 29.86%-20.2pp | 22.07%-12.4pp | 41.46%-31.8pp |
| Employer contribution / active EE | $11,287 | $5,619+100.9% | $3,892+190.0% | $4,869+131.8% |
| Participant deferral / active EE | $8,076 | $3,932+105.4% | $3,166+155.1% | $5,287+52.8% |
| Admin fee / account holder | -$52 | $8,076-100.6% | $5,666-100.9% | $10,133-100.5% |