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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 | $52,767 | $110,307-52.2% | $96,576-45.4% | $139,456-62.2% |
| Participation rate | 78.3% | 78.1%+0.1pp | 76.0%+2.3pp | 80.3%-2.1pp |
| Annual return | 19.26% | 26.40%-7.1pp | 25.87%-6.6pp | 373.45%-354.2pp |
| Employer contribution / active EE | $2,760 | $3,619-23.7% | $2,965-6.9% | $4,753-41.9% |
| Participant deferral / active EE | $3,604 | $5,547-35.0% | $4,851-25.7% | $6,711-46.3% |
| Admin fee / account holder | $9 | $11,597-99.9% | $8,253-99.9% | $11,407-99.9% |