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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 | $41,318 | $123,000-66.4% | $105,582-60.9% | $198,609-79.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 71.8%+3.2pp | 82.4%-7.4pp |
| Annual return | 24.66% | 18.31%+6.3pp | 18.61%+6.0pp | 202.70%-178.0pp |
| Employer contribution / active EE | $2,180 | $3,582-39.1% | $2,984-26.9% | $5,055-56.9% |
| Participant deferral / active EE | $5,925 | $5,013+18.2% | $4,353+36.1% | $6,977-15.1% |
| Admin fee / account holder | $20 | $16,254-99.9% | $12,856-99.8% | $19,030-99.9% |