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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 | $82,979 | $118,496-30.0% | $98,461-15.7% | $139,466-40.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 15.37% | 18.96%-3.6pp | 21.17%-5.8pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,195 | $3,611-39.2% | $3,049-28.0% | $4,754-53.8% |
| Participant deferral / active EE | $6,450 | $5,393+19.6% | $4,738+36.1% | $6,712-3.9% |
| Admin fee / account holder | $222 | $14,056-98.4% | $8,961-97.5% | $11,409-98.1% |