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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 | $26,363 | $76,551-65.6% | $123,894-78.7% | $62,881-58.1% |
| Participation rate | 72.7% | 73.0%-0.3pp | 81.4%-8.7pp | 69.3%+3.4pp |
| Annual return | 14.23% | 18.68%-4.4pp | 47.52%-33.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $3,774 | $2,882+30.9% | $4,617-18.3% | $2,281+65.5% |
| Participant deferral / active EE | $4,682 | $4,840-3.3% | $5,984-21.8% | $3,203+46.2% |
| Admin fee / account holder | $5 | $4,826-99.9% | $8,357-99.9% | $4,296-99.9% |