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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 | $85,432 | $124,314-31.3% | $109,163-21.7% | $167,518-49.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 11.55% | 26.04%-14.5pp | 25.75%-14.2pp | 478.71%-467.2pp |
| Employer contribution / active EE | $1,504 | $4,209-64.3% | $3,723-59.6% | $4,838-68.9% |
| Participant deferral / active EE | $5,539 | $5,256+5.4% | $4,654+19.0% | $6,342-12.7% |
| Admin fee / account holder | $229 | $7,973-97.1% | $6,754-96.6% | $12,312-98.1% |