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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 | $50,836 | $107,733-52.8% | $92,985-45.3% | $154,746-67.1% |
| Participation rate | 76.9% | 74.6%+2.4pp | 69.5%+7.4pp | 80.7%-3.8pp |
| Annual return | 33.68% | 30.39%+3.3pp | 27.99%+5.7pp | 172.34%-138.7pp |
| Employer contribution / active EE | $2,832 | $3,126-9.4% | $2,662+6.4% | $4,379-35.3% |
| Participant deferral / active EE | $5,114 | $5,053+1.2% | $4,377+16.8% | $6,730-24.0% |
| Admin fee / account holder | $19 | $11,369-99.8% | $9,463-99.8% | $14,365-99.9% |