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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 | $27,589 | $73,787-62.6% | $98,716-72.1% | $82,448-66.5% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.3%+25.6pp | 68.1%+26.8pp |
| Annual return | 18.27% | 18.57%-0.3pp | 31.81%-13.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,114 | $1,511-26.3% | $2,279-51.1% | $2,551-56.3% |
| Participant deferral / active EE | $4,561 | $3,081+48.0% | $4,048+12.7% | $4,139+10.2% |
| Admin fee / account holder | $42 | $6,500-99.3% | $8,703-99.5% | $7,234-99.4% |