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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 | $64,237 | $103,392-37.9% | $87,104-26.3% | $152,897-58.0% |
| Participation rate | 94.1% | 79.4%+14.8pp | 76.9%+17.2pp | 82.5%+11.7pp |
| Annual return | 29.29% | 28.10%+1.2pp | 28.19%+1.1pp | 345.43%-316.1pp |
| Employer contribution / active EE | $2,176 | $3,221-32.5% | $2,521-13.7% | $4,764-54.3% |
| Participant deferral / active EE | $2,708 | $4,778-43.3% | $4,048-33.1% | $5,851-53.7% |
| Admin fee / account holder | $237 | $12,194-98.1% | $7,491-96.8% | $11,599-98.0% |