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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 | $184,014-78.0% | $161,149-74.8% | $138,895-70.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.8%-1.1pp | 79.9%-2.1pp |
| Annual return | 16.96% | 21.52%-4.6pp | 21.16%-4.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,807 | $5,055-64.3% | $4,360-58.6% | $4,194-56.9% |
| Participant deferral / active EE | $4,322 | $6,909-37.4% | $6,153-29.8% | $6,396-32.4% |
| Admin fee / account holder | $137 | $18,027-99.2% | $15,194-99.1% | $12,562-98.9% |