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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 | $80,263 | $88,707-9.5% | $74,184+8.2% | $273,972-70.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 10.25% | 11.94%-1.7pp | 17.74%-7.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $2,154 | $3,159-31.8% | $2,370-9.1% | $4,869-55.8% |
| Participant deferral / active EE | $4,786 | $4,212+13.6% | $3,550+34.8% | $5,287-9.5% |
| Admin fee / account holder | $25 | $8,717-99.7% | $5,586-99.6% | $10,133-99.8% |