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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 | $92,406 | $181,896-49.2% | $156,551-41.0% | $273,972-66.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.15% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $3,519 | $6,248-43.7% | $5,501-36.0% | $4,869-27.7% |
| Participant deferral / active EE | $9,273 | $5,550+67.1% | $4,871+90.4% | $5,287+75.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |