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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 | $107,733-61.6% | $92,985-55.6% | $154,746-73.3% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 24.66% | 30.39%-5.7pp | 27.99%-3.3pp | 172.34%-147.7pp |
| Employer contribution / active EE | $2,180 | $3,126-30.3% | $2,662-18.1% | $4,379-50.2% |
| Participant deferral / active EE | $5,925 | $5,053+17.3% | $4,377+35.4% | $6,730-12.0% |
| Admin fee / account holder | $20 | $11,369-99.8% | $9,463-99.8% | $14,365-99.9% |