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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 | $79,986 | $124,980-36.0% | $108,359-26.2% | $154,746-48.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 26.46% | 45.00%-18.5pp | 36.89%-10.4pp | 172.34%-145.9pp |
| Employer contribution / active EE | $2,205 | $2,851-22.6% | $2,399-8.1% | $4,379-49.6% |
| Participant deferral / active EE | $6,140 | $4,743+29.5% | $4,137+48.4% | $6,730-8.8% |
| Admin fee / account holder | $13 | $11,502-99.9% | $9,741-99.9% | $14,365-99.9% |