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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 | $106,864-50.5% | $147,318-64.1% | $82,637-36.0% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.1%-10.6pp | 68.1%+3.4pp |
| Annual return | 17.68% | 27.49%-9.8pp | 70.43%-52.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $2,919 | $3,417-14.6% | $4,593-36.4% | $2,552+14.4% |
| Participant deferral / active EE | $6,860 | $6,496+5.6% | $7,906-13.2% | $4,126+66.3% |
| Admin fee / account holder | $85 | $8,415-99.0% | $13,708-99.4% | $7,339-98.8% |