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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 | $89,520 | $126,661-29.3% | $113,397-21.1% | $138,895-35.5% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 16.26% | 25.05%-8.8pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,570 | $3,456-54.6% | $2,977-47.3% | $4,194-62.6% |
| Participant deferral / active EE | $9,278 | $5,693+63.0% | $5,076+82.8% | $6,396+45.1% |
| Admin fee / account holder | $3 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |