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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 | $60,902 | $93,617-34.9% | $135,982-55.2% | $75,177-19.0% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.5pp | 67.2%+21.3pp |
| Annual return | 17.50% | 30.89%-13.4pp | 68.32%-50.8pp | 160.75%-143.3pp |
| Employer contribution / active EE | $2,170 | $3,538-38.7% | $4,859-55.3% | $2,671-18.8% |
| Participant deferral / active EE | $4,941 | $6,406-22.9% | $7,760-36.3% | $4,126+19.7% |
| Admin fee / account holder | $144 | $6,980-97.9% | $10,767-98.7% | $5,651-97.4% |