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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 | $31,884 | $72,273-55.9% | $101,275-68.5% | $79,856-60.1% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.6pp |
| Annual return | 12.62% | 22.30%-9.7pp | 46.48%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,571 | $2,691+32.7% | $3,660-2.4% | $2,471+44.5% |
| Participant deferral / active EE | $3,247 | $3,282-1.0% | $4,371-25.7% | $3,741-13.2% |
| Admin fee / account holder | $7 | $4,401-99.8% | $5,948-99.9% | $5,306-99.9% |