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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 | $177,586 | $124,425+42.7% | $112,040+58.5% | $137,256+29.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 11.04% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,614 | $3,411-52.7% | $2,954-45.3% | $4,156-61.2% |
| Participant deferral / active EE | $2,245 | $5,718-60.7% | $5,098-56.0% | $6,407-65.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |