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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 | $112,180 | $127,296-11.9% | $109,907+2.1% | $167,536-33.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 16.53% | 22.97%-6.4pp | 29.46%-12.9pp | 478.82%-462.3pp |
| Employer contribution / active EE | $1,698 | $3,325-48.9% | $2,844-40.3% | $4,839-64.9% |
| Participant deferral / active EE | $7,457 | $4,513+65.2% | $4,047+84.3% | $6,342+17.6% |
| Admin fee / account holder | $142 | $7,119-98.0% | $6,069-97.7% | $12,315-98.8% |