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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 | $84,670 | $138,312-38.8% | $122,979-31.2% | $155,188-45.4% |
| Participation rate | 73.3% | 80.2%-6.9pp | 77.2%-3.9pp | 80.8%-7.5pp |
| Annual return | 13.14% | 22.06%-8.9pp | 20.12%-7.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,158 | $3,530-67.2% | $3,062-62.2% | $4,248-72.7% |
| Participant deferral / active EE | $2,379 | $5,592-57.5% | $5,003-52.4% | $6,531-63.6% |
| Admin fee / account holder | $15 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |