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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 | $118,147 | $126,661-6.7% | $113,397+4.2% | $138,895-14.9% |
| Participation rate | 70.6% | 79.4%-8.9pp | 76.5%-5.9pp | 79.9%-9.3pp |
| Annual return | 15.33% | 25.05%-9.7pp | 23.20%-7.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,073 | $5,693+41.8% | $5,076+59.0% | $6,396+26.2% |
| Admin fee / account holder | $73 | $14,549-99.5% | $11,957-99.4% | $12,562-99.4% |