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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 | $79,672 | $124,425-36.0% | $112,040-28.9% | $137,256-42.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 13.48% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,606 | $3,411+5.7% | $2,954+22.1% | $4,156-13.2% |
| Participant deferral / active EE | $14,930 | $5,718+161.1% | $5,098+192.9% | $6,407+133.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |