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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 | $40,935 | $104,251-60.7% | $91,004-55.0% | $147,585-72.3% |
| Participation rate | 76.5% | 78.2%-1.8pp | 75.6%+0.9pp | 82.8%-6.4pp |
| Annual return | 17.55% | 27.06%-9.5pp | 4.60%+13.0pp | 578.58%-561.0pp |
| Employer contribution / active EE | $2,430 | $3,116-22.0% | $2,456-1.0% | $4,876-50.2% |
| Participant deferral / active EE | $7,754 | $4,195+84.8% | $3,548+118.6% | $5,439+42.6% |
| Admin fee / account holder | $56 | $8,948-99.4% | $5,417-99.0% | $10,886-99.5% |