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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 | $60,383 | $102,245-40.9% | $89,340-32.4% | $137,256-56.0% |
| Participation rate | 94.1% | 74.9%+19.2pp | 69.6%+24.6pp | 80.0%+14.2pp |
| Annual return | 17.60% | 21.89%-4.3pp | 20.57%-3.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,620 | $2,529-35.9% | $2,231-27.4% | $4,156-61.0% |
| Participant deferral / active EE | $3,430 | $4,436-22.7% | $3,823-10.3% | $6,407-46.5% |
| Admin fee / account holder | $30 | $8,085-99.6% | $6,704-99.6% | $12,270-99.8% |