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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 | $84,430 | $149,679-43.6% | $117,039-27.9% | $147,586-42.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 77.2%+2.8pp | 82.8%-2.8pp |
| Annual return | 17.51% | 19.31%-1.8pp | 18.95%-1.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,426 | $4,937-71.1% | $3,785-62.3% | $4,876-70.8% |
| Participant deferral / active EE | $6,157 | $4,912+25.3% | $3,929+56.7% | $5,439+13.2% |
| Admin fee / account holder | $197 | $7,856-97.5% | $5,974-96.7% | $10,886-98.2% |