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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 | $54,003 | $93,589-42.3% | $135,942-60.3% | $75,181-28.2% |
| Participation rate | 79.5% | 75.2%+4.4pp | 81.9%-2.4pp | 67.2%+12.3pp |
| Annual return | 27.68% | 30.90%-3.2pp | 68.28%-40.6pp | 160.69%-133.0pp |
| Employer contribution / active EE | $2,903 | $3,537-17.9% | $4,858-40.2% | $2,671+8.7% |
| Participant deferral / active EE | $5,658 | $6,405-11.7% | $7,759-27.1% | $4,126+37.1% |
| Admin fee / account holder | $141 | $6,977-98.0% | $10,764-98.7% | $5,650-97.5% |