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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 | $103,521 | $115,225-10.2% | $100,712+2.8% | $138,895-25.5% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 14.98% | 40.35%-25.4pp | 33.27%-18.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,227 | $2,771-55.7% | $2,313-46.9% | $4,194-70.7% |
| Participant deferral / active EE | $2,080 | $4,699-55.7% | $4,085-49.1% | $6,396-67.5% |
| Admin fee / account holder | $42 | $10,844-99.6% | $9,256-99.5% | $12,562-99.7% |