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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 | $33,713 | $135,956-75.2% | $123,894-72.8% | $273,972-87.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 27.92% | 56.63%-28.7pp | 47.52%-19.6pp | 41.46%-13.5pp |
| Employer contribution / active EE | $3,099 | $5,170-40.0% | $4,617-32.9% | $4,869-36.3% |
| Participant deferral / active EE | $5,525 | $6,343-12.9% | $5,984-7.7% | $5,287+4.5% |
| Admin fee / account holder | $132 | $9,817-98.7% | $8,357-98.4% | $10,133-98.7% |