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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 | $27,840 | $211,946-86.9% | $169,452-83.6% | $135,382-79.4% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | 16.05% | 3.26%+12.8pp | 1.83%+14.2pp | 519.77%-503.7pp |
| Employer contribution / active EE | $4,654 | $5,117-9.1% | $4,157+11.9% | $4,779-2.6% |
| Participant deferral / active EE | $5,974 | $6,075-1.7% | $5,277+13.2% | $5,609+6.5% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,829-99.9% |