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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 | $15,602 | $47,848-67.4% | $81,473-80.9% | $70,126-77.8% |
| Participation rate | 92.9% | 58.3%+34.6pp | 68.0%+24.9pp | 69.5%+23.3pp |
| Annual return | 21.67% | 27.25%-5.6pp | 38.78%-17.1pp | 73.15%-51.5pp |
| Employer contribution / active EE | $2,133 | $1,527+39.7% | $2,568-16.9% | $2,343-8.9% |
| Participant deferral / active EE | $3,757 | $2,453+53.2% | $3,537+6.2% | $3,332+12.8% |
| Admin fee / account holder | $113 | $3,145-96.4% | $4,561-97.5% | $4,645-97.6% |