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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 | $138,378 | $149,741-7.6% | $118,914+16.4% | $158,982-13.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 6.34% | 19.94%-13.6pp | 35.89%-29.5pp | 302.99%-296.6pp |
| Employer contribution / active EE | $1,597 | $4,119-61.2% | $3,264-51.1% | $4,763-66.5% |
| Participant deferral / active EE | $2,068 | $5,226-60.4% | $4,266-51.5% | $5,983-65.4% |
| Admin fee / account holder | $15 | $8,607-99.8% | $6,582-99.8% | $11,252-99.9% |