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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 | $37,428 | $99,345-62.3% | $84,753-55.8% | $273,972-86.3% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,149 | $4,214+22.2% | $3,574+44.0% | $4,869+5.8% |
| Participant deferral / active EE | $4,416 | $4,270+3.4% | $3,712+19.0% | $5,287-16.5% |
| Admin fee / account holder | $17 | $6,645-99.7% | $5,333-99.7% | $10,133-99.8% |