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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 | $94,227 | $136,860-31.2% | $120,344-21.7% | $154,746-39.1% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 11.47% | 21.38%-9.9pp | 20.30%-8.8pp | 172.34%-160.9pp |
| Employer contribution / active EE | $2,884 | $3,533-18.4% | $3,020-4.5% | $4,379-34.1% |
| Participant deferral / active EE | $10,273 | $5,793+77.3% | $5,135+100.1% | $6,730+52.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |