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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 | $93,243 | $135,956-31.4% | $123,894-24.7% | $273,972-66.0% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 6.70% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,752 | $5,170-66.1% | $4,617-62.1% | $4,869-64.0% |
| Participant deferral / active EE | $5,117 | $6,343-19.3% | $5,984-14.5% | $5,287-3.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |