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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 | $84,290 | $181,896-53.7% | $156,551-46.2% | $273,972-69.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 11.27% | 30.74%-19.5pp | 32.23%-21.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,914 | $6,248-69.4% | $5,501-65.2% | $4,869-60.7% |
| Participant deferral / active EE | $2,029 | $5,550-63.4% | $4,871-58.3% | $5,287-61.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |