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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 | $50,765 | $93,598-45.8% | $135,974-62.7% | $75,173-32.5% |
| Participation rate | 71.7% | 75.2%-3.5pp | 81.9%-10.2pp | 67.2%+4.5pp |
| Annual return | 19.55% | 30.89%-11.3pp | 68.30%-48.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $2,843 | $3,538-19.7% | $4,859-41.5% | $2,671+6.4% |
| Participant deferral / active EE | $6,842 | $6,405+6.8% | $7,760-11.8% | $4,126+65.8% |
| Admin fee / account holder | $263 | $6,978-96.2% | $10,767-97.6% | $5,651-95.3% |