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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 | $25,079 | $103,392-75.7% | $87,104-71.2% | $152,897-83.6% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.9%+0.9pp | 82.5%-4.7pp |
| Annual return | 30.11% | 28.10%+2.0pp | 28.19%+1.9pp | 345.43%-315.3pp |
| Employer contribution / active EE | $3,532 | $3,221+9.7% | $2,521+40.1% | $4,764-25.8% |
| Participant deferral / active EE | $6,240 | $4,778+30.6% | $4,048+54.1% | $5,851+6.6% |
| Admin fee / account holder | $27 | $12,194-99.8% | $7,491-99.6% | $11,599-99.8% |