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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 | $38,856 | $60,349-35.6% | $74,184-47.6% | $62,881-38.2% |
| Participation rate | 97.4% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.1pp |
| Annual return | 5.78% | 21.38%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,074 | $1,680+142.4% | $2,370+71.9% | $2,281+78.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |