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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 | $136,860-13.7% | $120,344-1.8% | $154,746-23.7% |
| Participation rate | 70.6% | 79.9%-9.3pp | 76.7%-6.1pp | 80.7%-10.1pp |
| Annual return | 15.33% | 21.38%-6.0pp | 20.30%-5.0pp | 172.34%-157.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,073 | $5,793+39.4% | $5,135+57.2% | $6,730+20.0% |
| Admin fee / account holder | $73 | $15,393-99.5% | $12,742-99.4% | $14,365-99.5% |