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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 | $106,588-61.2% | $94,215-56.1% | $155,188-73.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 70.0%+5.0pp | 80.8%-5.8pp |
| Annual return | 24.66% | 29.39%-4.7pp | 28.22%-3.6pp | 148.84%-124.2pp |
| Employer contribution / active EE | $2,180 | $3,080-29.2% | $2,675-18.5% | $4,248-48.7% |
| Participant deferral / active EE | $5,925 | $4,802+23.4% | $4,276+38.6% | $6,531-9.3% |
| Admin fee / account holder | $20 | $12,281-99.8% | $10,216-99.8% | $14,480-99.9% |