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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 | $64,857 | $127,387-49.1% | $115,038-43.6% | $125,389-48.3% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 1.03% | 31.28%-30.2pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $4,253 | $5,166-17.7% | $4,608-7.7% | $4,866-12.6% |
| Participant deferral / active EE | $6,926 | $6,423+7.8% | $6,026+14.9% | $5,352+29.4% |
| Admin fee / account holder | $227 | $9,516-97.6% | $8,175-97.2% | $9,541-97.6% |