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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 | $106,588-52.3% | $94,215-46.0% | $155,188-67.2% |
| Participation rate | 76.9% | 74.3%+2.6pp | 70.0%+7.0pp | 80.8%-3.9pp |
| Annual return | 33.68% | 29.39%+4.3pp | 28.22%+5.5pp | 148.84%-115.2pp |
| Employer contribution / active EE | $2,832 | $3,080-8.0% | $2,675+5.9% | $4,248-33.3% |
| Participant deferral / active EE | $5,114 | $4,802+6.5% | $4,276+19.6% | $6,531-21.7% |
| Admin fee / account holder | $19 | $12,281-99.8% | $10,216-99.8% | $14,480-99.9% |