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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 | $126,257 | $88,707+42.3% | $74,184+70.2% | $273,972-53.9% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.6%+10.0pp | 83.0%+3.7pp |
| Annual return | 5.75% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,725 | $3,159-13.7% | $2,370+15.0% | $4,869-44.0% |
| Participant deferral / active EE | $6,103 | $4,212+44.9% | $3,550+71.9% | $5,287+15.4% |
| Admin fee / account holder | $12 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |