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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 | $34,237 | $60,349-43.3% | $74,184-53.8% | $62,881-45.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 28.06% | 21.38%+6.7pp | 17.74%+10.3pp | 20.14%+7.9pp |
| Employer contribution / active EE | $3,352 | $1,680+99.5% | $2,370+41.4% | $2,281+46.9% |
| Participant deferral / active EE | $3,651 | $2,856+27.8% | $3,550+2.9% | $3,203+14.0% |
| Admin fee / account holder | $223 | $4,261-94.8% | $5,586-96.0% | $4,296-94.8% |