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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 | $43,963 | $100,194-56.1% | $122,979-64.3% | $86,983-49.5% |
| Participation rate | 71.4% | 73.0%-1.5pp | 77.2%-5.8pp | 69.5%+1.9pp |
| Annual return | 22.84% | 16.47%+6.4pp | 20.12%+2.7pp | 25.83%-3.0pp |
| Employer contribution / active EE | $2,362 | $2,326+1.6% | $3,062-22.9% | $2,584-8.6% |
| Participant deferral / active EE | $4,466 | $4,133+8.0% | $5,003-10.7% | $4,194+6.5% |
| Admin fee / account holder | $0 | $10,148-100.0% | $12,864-100.0% | $7,856-100.0% |