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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 | $68,242 | $136,860-50.1% | $120,344-43.3% | $154,746-55.9% |
| Participation rate | 95.5% | 79.9%+15.6pp | 76.7%+18.7pp | 80.7%+14.8pp |
| Annual return | 18.63% | 21.38%-2.7pp | 20.30%-1.7pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,547 | $3,533-27.9% | $3,020-15.7% | $4,379-41.8% |
| Participant deferral / active EE | $8,844 | $5,793+52.7% | $5,135+72.2% | $6,730+31.4% |
| Admin fee / account holder | $32 | $15,393-99.8% | $12,742-99.7% | $14,365-99.8% |