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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 | $18,063 | $97,881-81.5% | $80,004-77.4% | $125,389-85.6% |
| Participation rate | 95.8% | 77.9%+18.0pp | 73.0%+22.8pp | 83.2%+12.6pp |
| Annual return | 3.41% | 9.36%-5.9pp | 7.63%-4.2pp | 282.24%-278.8pp |
| Employer contribution / active EE | $2,100 | $3,128-32.8% | $2,473-15.1% | $4,866-56.8% |
| Participant deferral / active EE | $3,904 | $3,744+4.3% | $3,204+21.9% | $5,352-27.1% |
| Admin fee / account holder | $144 | $6,278-97.7% | $5,033-97.1% | $9,541-98.5% |