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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 | $95,375 | $153,769-38.0% | $133,975-28.8% | $273,972-65.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 8.89% | 36.51%-27.6pp | 29.29%-20.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,926 | $6,958-43.6% | $6,282-37.5% | $5,287-25.7% |
| Admin fee / account holder | $4 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |