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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 | $52,852 | $106,749-50.5% | $145,433-63.7% | $82,448-35.9% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 17.68% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,919 | $3,444-15.3% | $4,554-35.9% | $2,551+14.4% |
| Participant deferral / active EE | $6,860 | $6,519+5.2% | $7,897-13.1% | $4,139+65.7% |
| Admin fee / account holder | $85 | $8,390-99.0% | $13,129-99.4% | $7,234-98.8% |