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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 | $97,058 | $110,212-11.9% | $96,534+0.5% | $139,466-30.4% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 9.73% | 26.42%-16.7pp | 25.88%-16.2pp | 373.66%-363.9pp |
| Employer contribution / active EE | $1,294 | $3,620-64.2% | $2,965-56.4% | $4,754-72.8% |
| Participant deferral / active EE | $6,827 | $5,547+23.1% | $4,851+40.7% | $6,712+1.7% |
| Admin fee / account holder | $285 | $11,599-97.5% | $8,253-96.5% | $11,409-97.5% |