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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 | $167,415-43.7% | $140,514-32.9% | $198,609-52.6% |
| Participation rate | 75.0% | 80.9%-5.9pp | 77.8%-2.8pp | 82.4%-7.4pp |
| Annual return | 11.47% | 13.85%-2.4pp | 14.36%-2.9pp | 202.70%-191.2pp |
| Employer contribution / active EE | $2,884 | $4,088-29.4% | $3,378-14.6% | $5,055-42.9% |
| Participant deferral / active EE | $10,273 | $5,579+84.1% | $4,919+108.9% | $6,977+47.2% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |