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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 | $28,122 | $70,486-60.1% | $100,528-72.0% | $79,852-64.8% |
| Participation rate | 95.7% | 73.6%+22.1pp | 79.4%+16.3pp | 69.6%+26.1pp |
| Annual return | 24.18% | 21.90%+2.3pp | 30.90%-6.7pp | 31.72%-7.5pp |
| Employer contribution / active EE | $1,625 | $2,165-24.9% | $3,419-52.5% | $2,471-34.2% |
| Participant deferral / active EE | $4,670 | $5,182-9.9% | $6,271-25.5% | $3,740+24.8% |
| Admin fee / account holder | $22 | $4,480-99.5% | $8,084-99.7% | $5,306-99.6% |