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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 | $110,604 | $153,769-28.1% | $133,975-17.4% | $273,972-59.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.18% | 36.51%-21.3pp | 29.29%-14.1pp | 41.46%-26.3pp |
| Employer contribution / active EE | $4,549 | $6,029-24.5% | $5,211-12.7% | $4,869-6.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30 | $11,765-99.7% | $9,324-99.7% | $10,133-99.7% |