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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 | $33,045 | $47,848-30.9% | $81,473-59.4% | $70,126-52.9% |
| Participation rate | 97.4% | 58.3%+39.2pp | 68.0%+29.5pp | 69.5%+27.9pp |
| Annual return | 30.73% | 27.25%+3.5pp | 38.78%-8.1pp | 73.15%-42.4pp |
| Employer contribution / active EE | $15,134 | $1,527+891.0% | $2,568+489.4% | $2,343+546.1% |
| Participant deferral / active EE | $2,351 | $2,453-4.2% | $3,537-33.5% | $3,332-29.5% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |