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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 | $28,736 | $70,486-59.2% | $100,528-71.4% | $79,852-64.0% |
| Participation rate | 94.7% | 73.6%+21.1pp | 79.4%+15.3pp | 69.6%+25.1pp |
| Annual return | 28.37% | 21.90%+6.5pp | 30.90%-2.5pp | 31.72%-3.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,576 | $5,182+46.2% | $6,271+20.8% | $3,740+102.5% |
| Admin fee / account holder | $31 | $4,480-99.3% | $8,084-99.6% | $5,306-99.4% |