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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 | $34,705 | $112,729-69.2% | $98,716-64.8% | $137,256-74.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 24.19% | 38.48%-14.3pp | 31.81%-7.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,328 | $2,725-14.6% | $2,279+2.2% | $4,156-44.0% |
| Participant deferral / active EE | $6,141 | $4,640+32.3% | $4,048+51.7% | $6,407-4.2% |
| Admin fee / account holder | $226 | $10,129-97.8% | $8,703-97.4% | $12,270-98.2% |