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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 | $40,921 | $112,729-63.7% | $98,716-58.5% | $137,256-70.2% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.3%+9.3pp | 80.0%-1.4pp |
| Annual return | 38.37% | 38.48%-0.1pp | 31.81%+6.6pp | 220.34%-182.0pp |
| Employer contribution / active EE | $2,615 | $2,725-4.1% | $2,279+14.7% | $4,156-37.1% |
| Participant deferral / active EE | $4,346 | $4,640-6.3% | $4,048+7.4% | $6,407-32.2% |
| Admin fee / account holder | $183 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |