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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 | $69,574 | $110,337-36.9% | $102,383-32.0% | $145,877-52.3% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 15.18% | 24.83%-9.7pp | 24.94%-9.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,827 | $4,216-32.9% | $3,870-26.9% | $4,663-39.4% |
| Participant deferral / active EE | $4,989 | $5,621-11.2% | $5,060-1.4% | $6,691-25.4% |
| Admin fee / account holder | $160 | $9,750-98.4% | $8,391-98.1% | $13,402-98.8% |