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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 | $95,037 | $104,251-8.8% | $91,004+4.4% | $147,586-35.6% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.6%+3.0pp | 82.8%-4.3pp |
| Annual return | 17.30% | 27.06%-9.8pp | 4.60%+12.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $816 | $3,116-73.8% | $2,456-66.8% | $4,876-83.3% |
| Participant deferral / active EE | $4,558 | $4,195+8.6% | $3,548+28.5% | $5,439-16.2% |
| Admin fee / account holder | $285 | $8,948-96.8% | $5,417-94.7% | $10,886-97.4% |