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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 | $51,277 | $153,769-66.7% | $133,975-61.7% | $273,972-81.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 10.86% | 36.51%-25.6pp | 29.29%-18.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $3,897 | $6,029-35.4% | $5,211-25.2% | $4,869-20.0% |
| Participant deferral / active EE | $7,961 | $6,958+14.4% | $6,282+26.7% | $5,287+50.6% |
| Admin fee / account holder | $72 | $11,765-99.4% | $9,324-99.2% | $10,133-99.3% |