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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 | $40,537 | $213,785-81.0% | $185,441-78.1% | $155,188-73.9% |
| Participation rate | 77.8% | 83.2%-5.4pp | 80.3%-2.5pp | 80.8%-3.0pp |
| Annual return | 16.96% | 19.97%-3.0pp | 20.16%-3.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,807 | $5,393-66.5% | $4,672-61.3% | $4,248-57.5% |
| Participant deferral / active EE | $4,322 | $6,864-37.0% | $6,152-29.7% | $6,531-33.8% |
| Admin fee / account holder | $137 | $21,134-99.4% | $17,890-99.2% | $14,480-99.1% |