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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 | $109,329 | $124,980-12.5% | $108,359+0.9% | $154,746-29.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 15.77% | 45.00%-29.2pp | 36.89%-21.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,973 | $2,851-30.8% | $2,399-17.8% | $4,379-54.9% |
| Participant deferral / active EE | $6,125 | $4,743+29.1% | $4,137+48.1% | $6,730-9.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |