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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 | $37,198 | $201,264-81.5% | $184,185-79.8% | $145,978-74.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 13.69% | 29.00%-15.3pp | 28.81%-15.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $2,154 | $7,021-69.3% | $6,426-66.5% | $4,662-53.8% |
| Participant deferral / active EE | $9,715 | $9,806-0.9% | $9,132+6.4% | $6,690+45.2% |
| Admin fee / account holder | $206 | $16,376-98.7% | $13,909-98.5% | $13,400-98.5% |