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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 | $38,873 | $112,729-65.5% | $98,716-60.6% | $137,256-71.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 14.58% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,457 | $2,725-9.8% | $2,279+7.8% | $4,156-40.9% |
| Participant deferral / active EE | $3,115 | $4,640-32.9% | $4,048-23.0% | $6,407-51.4% |
| Admin fee / account holder | $83 | $10,129-99.2% | $8,703-99.0% | $12,270-99.3% |