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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 | $162,967-12.0% | $135,792+5.6% | $138,895+3.2% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.6%+2.4pp | 79.9%-4.9pp |
| Annual return | 14.51% | 30.08%-15.6pp | 25.96%-11.4pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,843 | $4,211-56.2% | $3,496-47.3% | $4,194-56.1% |
| Participant deferral / active EE | $2,452 | $5,640-56.5% | $4,759-48.5% | $6,396-61.7% |
| Admin fee / account holder | $6 | $15,306-100.0% | $12,266-99.9% | $12,562-99.9% |