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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 | $56,513 | $106,749-47.1% | $145,433-61.1% | $82,448-31.5% |
| Participation rate | 87.7% | 75.6%+12.0pp | 82.1%+5.5pp | 68.1%+19.6pp |
| Annual return | 25.51% | 27.59%-2.1pp | 66.58%-41.1pp | 41.64%-16.1pp |
| Employer contribution / active EE | $2,598 | $3,444-24.6% | $4,554-43.0% | $2,551+1.9% |
| Participant deferral / active EE | $4,893 | $6,519-24.9% | $7,897-38.0% | $4,139+18.2% |
| Admin fee / account holder | $228 | $8,390-97.3% | $13,129-98.3% | $7,234-96.8% |