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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 | $66,340 | $126,661-47.6% | $113,397-41.5% | $138,895-52.2% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.5%+0.4pp | 79.9%-3.0pp |
| Annual return | 19.65% | 25.05%-5.4pp | 23.20%-3.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $3,654 | $3,456+5.7% | $2,977+22.7% | $4,194-12.9% |
| Participant deferral / active EE | $5,275 | $5,693-7.3% | $5,076+3.9% | $6,396-17.5% |
| Admin fee / account holder | $15 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |