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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 | $24,338 | $118,496-79.5% | $98,461-75.3% | $139,466-82.5% |
| Participation rate | 81.0% | 77.5%+3.5pp | 75.2%+5.8pp | 80.3%+0.6pp |
| Annual return | 21.88% | 18.96%+2.9pp | 21.17%+0.7pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,323 | $3,611-63.3% | $3,049-56.6% | $4,754-72.2% |
| Participant deferral / active EE | $2,837 | $5,393-47.4% | $4,738-40.1% | $6,712-57.7% |
| Admin fee / account holder | $16 | $14,056-99.9% | $8,961-99.8% | $11,409-99.9% |