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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 | $143,361 | $161,352-11.2% | $134,172+6.8% | $137,256+4.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 14.51% | 28.72%-14.2pp | 25.30%-10.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,843 | $4,099-55.0% | $3,420-46.1% | $4,156-55.7% |
| Participant deferral / active EE | $2,452 | $5,552-55.8% | $4,690-47.7% | $6,407-61.7% |
| Admin fee / account holder | $6 | $15,028-100.0% | $12,016-99.9% | $12,270-99.9% |