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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 | $27,212 | $184,014-85.2% | $161,149-83.1% | $138,895-80.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 22.74% | 21.52%+1.2pp | 21.16%+1.6pp | 145.39%-122.7pp |
| Employer contribution / active EE | $2,350 | $5,055-53.5% | $4,360-46.1% | $4,194-44.0% |
| Participant deferral / active EE | $3,639 | $6,909-47.3% | $6,153-40.9% | $6,396-43.1% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |