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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 | $149,663 | $167,415-10.6% | $140,514+6.5% | $198,609-24.6% |
| Participation rate | 80.0% | 80.9%-0.9pp | 77.8%+2.2pp | 82.4%-2.4pp |
| Annual return | 9.82% | 13.85%-4.0pp | 14.36%-4.5pp | 202.70%-192.9pp |
| Employer contribution / active EE | $3,504 | $4,088-14.3% | $3,378+3.7% | $5,055-30.7% |
| Participant deferral / active EE | $6,899 | $5,579+23.7% | $4,919+40.3% | $6,977-1.1% |
| Admin fee / account holder | $20 | $16,730-99.9% | $13,697-99.9% | $19,030-99.9% |