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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 | $70,346 | $138,312-49.1% | $122,979-42.8% | $155,188-54.7% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 19.66% | 22.06%-2.4pp | 20.12%-0.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $2,068 | $3,530-41.4% | $3,062-32.5% | $4,248-51.3% |
| Participant deferral / active EE | $3,814 | $5,592-31.8% | $5,003-23.8% | $6,531-41.6% |
| Admin fee / account holder | $243 | $15,089-98.4% | $12,864-98.1% | $14,480-98.3% |