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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 | $83,872 | $115,225-27.2% | $100,712-16.7% | $138,895-39.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 21.98% | 40.35%-18.4pp | 33.27%-11.3pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,785 | $2,771-35.6% | $2,313-22.8% | $4,194-57.4% |
| Participant deferral / active EE | $3,650 | $4,699-22.3% | $4,085-10.6% | $6,396-42.9% |
| Admin fee / account holder | $33 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |