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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 | $26,912 | $56,287-52.2% | $80,977-66.8% | $62,881-57.2% |
| Participation rate | 71.4% | 68.9%+2.5pp | 75.8%-4.4pp | 69.3%+2.1pp |
| Annual return | 16.48% | 22.13%-5.6pp | 17.11%-0.6pp | 20.14%-3.7pp |
| Employer contribution / active EE | $2,844 | $1,943+46.4% | $3,715-23.4% | $2,281+24.7% |
| Participant deferral / active EE | $6,479 | $4,196+54.4% | $5,696+13.7% | $3,203+102.3% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |