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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 | $68,559 | $107,666-36.3% | $102,184-32.9% | $154,746-55.7% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.6%+4.9pp | 80.7%+6.8pp |
| Annual return | 25.74% | 29.33%-3.6pp | 31.58%-5.8pp | 172.34%-146.6pp |
| Employer contribution / active EE | $3,766 | $3,846-2.1% | $3,594+4.8% | $4,379-14.0% |
| Participant deferral / active EE | $10,190 | $8,719+16.9% | $8,309+22.6% | $6,730+51.4% |
| Admin fee / account holder | $264 | $12,943-98.0% | $11,609-97.7% | $14,365-98.2% |