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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 | $62,847 | $117,904-46.7% | $102,457-38.7% | $145,978-56.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.78% | 31.80%-18.0pp | 29.41%-15.6pp | 550.52%-536.7pp |
| Employer contribution / active EE | $3,522 | $3,613-2.5% | $3,022+16.5% | $4,662-24.5% |
| Participant deferral / active EE | $5,140 | $5,733-10.3% | $5,054+1.7% | $6,690-23.2% |
| Admin fee / account holder | $29 | $13,329-99.8% | $9,451-99.7% | $13,400-99.8% |