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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 | $126,661-33.2% | $113,397-25.3% | $138,895-39.0% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.5%-3.2pp | 79.9%-6.6pp |
| Annual return | 13.14% | 25.05%-11.9pp | 23.20%-10.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,158 | $3,456-66.5% | $2,977-61.1% | $4,194-72.4% |
| Participant deferral / active EE | $2,379 | $5,693-58.2% | $5,076-53.1% | $6,396-62.8% |
| Admin fee / account holder | $15 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |