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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 | $79,885 | $88,707-9.9% | $74,184+7.7% | $273,972-70.8% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 5.29% | 11.94%-6.6pp | 17.74%-12.4pp | 41.46%-36.2pp |
| Employer contribution / active EE | $7,046 | $3,159+123.0% | $2,370+197.3% | $4,869+44.7% |
| Participant deferral / active EE | $2,615 | $4,212-37.9% | $3,550-26.3% | $5,287-50.5% |
| Admin fee / account holder | $292 | $8,717-96.7% | $5,586-94.8% | $10,133-97.1% |