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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 | $106,524-46.9% | $152,301-62.9% | $87,485-35.4% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.4%+5.2pp | 68.9%+18.7pp |
| Annual return | 25.51% | 26.89%-1.4pp | 80.50%-55.0pp | 26.06%-0.6pp |
| Employer contribution / active EE | $2,598 | $3,371-22.9% | $4,624-43.8% | $2,596+0.1% |
| Participant deferral / active EE | $4,893 | $6,525-25.0% | $8,004-38.9% | $4,274+14.5% |
| Admin fee / account holder | $228 | $8,287-97.2% | $14,398-98.4% | $7,775-97.1% |