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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 | $76,379 | $112,729-32.2% | $98,716-22.6% | $137,256-44.4% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 17.26% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,871 | $2,725+5.3% | $2,279+26.0% | $4,156-30.9% |
| Participant deferral / active EE | $6,711 | $4,640+44.6% | $4,048+65.8% | $6,407+4.8% |
| Admin fee / account holder | $1 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |