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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 | $33,214 | $76,551-56.6% | $123,894-73.2% | $62,881-47.2% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.2pp | 69.3%+28.3pp |
| Annual return | 14.48% | 18.68%-4.2pp | 47.52%-33.0pp | 20.14%-5.7pp |
| Employer contribution / active EE | $3,652 | $2,882+26.7% | $4,617-20.9% | $2,281+60.1% |
| Participant deferral / active EE | $6,040 | $4,840+24.8% | $5,984+0.9% | $3,203+88.6% |
| Admin fee / account holder | $101 | $4,826-97.9% | $8,357-98.8% | $4,296-97.6% |