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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 | $50,105 | $177,156-71.7% | $147,027-65.9% | $154,746-67.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 19.61% | 21.94%-2.3pp | 20.23%-0.6pp | 172.34%-152.7pp |
| Employer contribution / active EE | $952 | $4,336-78.0% | $3,626-73.7% | $4,379-78.3% |
| Participant deferral / active EE | $3,112 | $5,797-46.3% | $4,933-36.9% | $6,730-53.8% |
| Admin fee / account holder | $20 | $14,904-99.9% | $12,223-99.8% | $14,365-99.9% |