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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 | $124,980-67.3% | $108,359-62.2% | $154,746-73.6% |
| Participation rate | 78.6% | 75.2%+3.4pp | 70.1%+8.4pp | 80.7%-2.1pp |
| Annual return | 38.37% | 45.00%-6.6pp | 36.89%+1.5pp | 172.34%-134.0pp |
| Employer contribution / active EE | $2,615 | $2,851-8.3% | $2,399+9.0% | $4,379-40.3% |
| Participant deferral / active EE | $4,346 | $4,743-8.4% | $4,137+5.1% | $6,730-35.4% |
| Admin fee / account holder | $183 | $11,502-98.4% | $9,741-98.1% | $14,365-98.7% |