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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 | $37,568 | $124,425-69.8% | $112,040-66.5% | $137,256-72.6% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 20.62% | 24.72%-4.1pp | 24.52%-3.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,957 | $3,411-42.6% | $2,954-33.8% | $4,156-52.9% |
| Participant deferral / active EE | $4,853 | $5,718-15.1% | $5,098-4.8% | $6,407-24.2% |
| Admin fee / account holder | $268 | $15,207-98.2% | $12,098-97.8% | $12,270-97.8% |