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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 | $60,344 | $72,272-16.5% | $101,264-40.4% | $79,858-24.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 22.56% | 22.30%+0.3pp | 46.48%-23.9pp | 31.72%-9.2pp |
| Employer contribution / active EE | $2,869 | $2,692+6.6% | $3,660-21.6% | $2,471+16.1% |
| Participant deferral / active EE | $3,944 | $3,282+20.2% | $4,370-9.8% | $3,740+5.4% |
| Admin fee / account holder | $247 | $4,401-94.4% | $5,947-95.8% | $5,306-95.3% |