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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 | $87,166-52.6% | $76,735-46.2% | $137,256-69.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 24.66% | 26.50%-1.8pp | 29.77%-5.1pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,180 | $2,904-24.9% | $2,454-11.2% | $4,156-47.5% |
| Participant deferral / active EE | $5,925 | $4,726+25.4% | $4,088+44.9% | $6,407-7.5% |
| Admin fee / account holder | $20 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |