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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 | $98,890 | $199,109-50.3% | $173,730-43.1% | $154,746-36.1% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.6%-6.2pp | 80.7%-7.4pp |
| Annual return | 17.86% | 20.02%-2.2pp | 19.96%-2.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,142 | $5,311-40.9% | $4,577-31.4% | $4,379-28.3% |
| Participant deferral / active EE | $4,229 | $7,113-40.5% | $6,326-33.2% | $6,730-37.2% |
| Admin fee / account holder | $145 | $20,916-99.3% | $17,523-99.2% | $14,365-99.0% |