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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 | $126,602 | $132,310-4.3% | $105,754+19.7% | $273,972-53.8% |
| Participation rate | 90.5% | 83.2%+7.3pp | 78.9%+11.6pp | 83.0%+7.5pp |
| Annual return | 7.09% | 10.08%-3.0pp | 12.25%-5.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,567 | $4,867-67.8% | $4,079-61.6% | $4,869-67.8% |
| Participant deferral / active EE | $3,265 | $6,233-47.6% | $5,326-38.7% | $5,287-38.3% |
| Admin fee / account holder | $167 | $12,036-98.6% | $8,309-98.0% | $10,133-98.3% |