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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 | $58,535 | $115,225-49.2% | $100,712-41.9% | $138,895-57.9% |
| Participation rate | 81.8% | 74.3%+7.5pp | 69.3%+12.5pp | 79.9%+1.9pp |
| Annual return | 17.40% | 40.35%-23.0pp | 33.27%-15.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,745 | $2,771-1.0% | $2,313+18.7% | $4,194-34.6% |
| Participant deferral / active EE | $6,234 | $4,699+32.7% | $4,085+52.6% | $6,396-2.5% |
| Admin fee / account holder | $59 | $10,844-99.5% | $9,256-99.4% | $12,562-99.5% |