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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 | $24,806 | $72,273-65.7% | $101,275-75.5% | $79,856-68.9% |
| Participation rate | 79.5% | 68.5%+11.0pp | 75.8%+3.7pp | 69.6%+9.8pp |
| Annual return | 20.12% | 22.30%-2.2pp | 46.48%-26.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,633 | $2,691-2.1% | $3,660-28.0% | $2,471+6.6% |
| Participant deferral / active EE | $4,394 | $3,282+33.9% | $4,371+0.5% | $3,741+17.5% |
| Admin fee / account holder | $181 | $4,401-95.9% | $5,948-97.0% | $5,306-96.6% |