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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 | $128,442 | $96,956+32.5% | $69,779+84.1% | $273,972-53.1% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 12.44% | 12.93%-0.5pp | 12.99%-0.6pp | 41.46%-29.0pp |
| Employer contribution / active EE | $3,165 | $3,316-4.5% | $2,338+35.4% | $4,869-35.0% |
| Participant deferral / active EE | $5,275 | $3,744+40.9% | $2,931+80.0% | $5,287-0.2% |
| Admin fee / account holder | $25 | $7,934-99.7% | $4,381-99.4% | $10,133-99.8% |