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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 | $124,425-28.1% | $112,040-20.1% | $137,256-34.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 16.26% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,570 | $3,411-54.0% | $2,954-46.9% | $4,156-62.2% |
| Participant deferral / active EE | $9,278 | $5,718+62.3% | $5,098+82.0% | $6,407+44.8% |
| Admin fee / account holder | $3 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |