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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 | $117,840 | $96,558+22.0% | $80,977+45.5% | $273,972-57.0% |
| Participation rate | 72.7% | 79.1%-6.4pp | 75.8%-3.1pp | 83.0%-10.3pp |
| Annual return | 8.93% | 15.14%-6.2pp | 17.11%-8.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,523 | $4,869-68.7% | $3,715-59.0% | $4,869-68.7% |
| Participant deferral / active EE | $5,725 | $6,598-13.2% | $5,696+0.5% | $5,287+8.3% |
| Admin fee / account holder | $85 | $7,493-98.9% | $5,517-98.5% | $10,133-99.2% |