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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 | $28,862 | $106,524-72.9% | $152,301-81.0% | $87,485-67.0% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.4%+14.0pp | 68.9%+27.5pp |
| Annual return | 20.31% | 26.89%-6.6pp | 80.50%-60.2pp | 26.06%-5.7pp |
| Employer contribution / active EE | $2,081 | $3,371-38.3% | $4,624-55.0% | $2,596-19.9% |
| Participant deferral / active EE | $4,474 | $6,525-31.4% | $8,004-44.1% | $4,274+4.7% |
| Admin fee / account holder | $129 | $8,287-98.4% | $14,398-99.1% | $7,775-98.3% |