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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 | $16,515 | $57,065-71.1% | $75,670-78.2% | $70,131-76.5% |
| Participation rate | 94.6% | 68.1%+26.6pp | 72.3%+22.3pp | 69.5%+25.1pp |
| Annual return | 21.02% | 23.57%-2.5pp | 27.34%-6.3pp | 73.14%-52.1pp |
| Employer contribution / active EE | $3,585 | $1,817+97.3% | $2,352+52.4% | $2,342+53.0% |
| Participant deferral / active EE | $2,727 | $2,580+5.7% | $3,142-13.2% | $3,332-18.2% |
| Admin fee / account holder | $40 | $3,825-99.0% | $5,800-99.3% | $4,645-99.1% |