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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 | $24,758 | $59,839-58.6% | $81,991-69.8% | $79,852-69.0% |
| Participation rate | 78.8% | 61.6%+17.2pp | 69.3%+9.5pp | 69.6%+9.1pp |
| Annual return | 18.42% | 17.56%+0.9pp | 41.31%-22.9pp | 31.72%-13.3pp |
| Employer contribution / active EE | $1,449 | $1,713-15.5% | $2,498-42.0% | $2,471-41.4% |
| Participant deferral / active EE | $3,292 | $2,695+22.1% | $3,722-11.6% | $3,740-12.0% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,665-100.0% | $5,306-100.0% |