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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 | $104,888 | $107,809-2.7% | $97,032+8.1% | $155,188-32.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 17.98% | 38.06%-20.1pp | 35.38%-17.4pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,853 | $2,911-36.4% | $2,629-29.5% | $4,248-56.4% |
| Participant deferral / active EE | $2,238 | $5,129-56.4% | $4,672-52.1% | $6,531-65.7% |
| Admin fee / account holder | $30 | $10,717-99.7% | $9,418-99.7% | $14,480-99.8% |