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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 | $22,457 | $93,064-75.9% | $74,577-69.9% | $273,972-91.8% |
| Participation rate | 93.8% | 74.9%+18.8pp | 68.1%+25.6pp | 83.0%+10.7pp |
| Annual return | 14.38% | 26.18%-11.8pp | 20.47%-6.1pp | 41.46%-27.1pp |
| Employer contribution / active EE | $7,953 | $3,160+151.7% | $2,525+215.0% | $4,869+63.4% |
| Participant deferral / active EE | $4,756 | $4,160+14.3% | $3,458+37.5% | $5,287-10.0% |
| Admin fee / account holder | $108 | $5,273-98.0% | $4,138-97.4% | $10,133-98.9% |