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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 | $124,980-38.9% | $108,359-29.5% | $154,746-50.6% |
| Participation rate | 70.0% | 75.2%-5.2pp | 70.1%-0.1pp | 80.7%-10.7pp |
| Annual return | 17.26% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,871 | $2,851+0.7% | $2,399+19.7% | $4,379-34.4% |
| Participant deferral / active EE | $6,711 | $4,743+41.5% | $4,137+62.2% | $6,730-0.3% |
| Admin fee / account holder | $1 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |