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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 | $68,061 | $201,372-66.2% | $184,260-63.1% | $145,884-53.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 25.57% | 29.04%-3.5pp | 28.84%-3.3pp | 551.85%-526.3pp |
| Employer contribution / active EE | $1,708 | $7,024-75.7% | $6,427-73.4% | $4,662-63.4% |
| Participant deferral / active EE | $4,401 | $9,808-55.1% | $9,133-51.8% | $6,690-34.2% |
| Admin fee / account holder | $38 | $16,362-99.8% | $13,898-99.7% | $13,392-99.7% |