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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 | $44,535 | $93,598-52.4% | $135,974-67.2% | $75,173-40.8% |
| Participation rate | 85.5% | 75.2%+10.3pp | 81.9%+3.6pp | 67.2%+18.3pp |
| Annual return | 28.06% | 30.89%-2.8pp | 68.30%-40.2pp | 160.72%-132.7pp |
| Employer contribution / active EE | $2,785 | $3,538-21.3% | $4,859-42.7% | $2,671+4.3% |
| Participant deferral / active EE | $5,980 | $6,405-6.6% | $7,760-22.9% | $4,126+44.9% |
| Admin fee / account holder | $277 | $6,978-96.0% | $10,767-97.4% | $5,651-95.1% |