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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 | $90,431 | $126,661-28.6% | $113,397-20.3% | $138,895-34.9% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.5%+18.7pp | 79.9%+15.3pp |
| Annual return | 15.46% | 25.05%-9.6pp | 23.20%-7.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,642 | $3,456-52.5% | $2,977-44.8% | $4,194-60.8% |
| Participant deferral / active EE | $3,294 | $5,693-42.1% | $5,076-35.1% | $6,396-48.5% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |