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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 | $110,212-52.1% | $96,534-45.3% | $139,466-62.2% |
| Participation rate | 78.3% | 78.1%+0.1pp | 76.0%+2.3pp | 80.3%-2.1pp |
| Annual return | 19.26% | 26.42%-7.2pp | 25.88%-6.6pp | 373.66%-354.4pp |
| Employer contribution / active EE | $2,760 | $3,620-23.8% | $2,965-6.9% | $4,754-41.9% |
| Participant deferral / active EE | $3,604 | $5,547-35.0% | $4,851-25.7% | $6,712-46.3% |
| Admin fee / account holder | $9 | $11,599-99.9% | $8,253-99.9% | $11,409-99.9% |