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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 | $34,448 | $153,769-77.6% | $133,975-74.3% | $273,972-87.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 20.22% | 36.51%-16.3pp | 29.29%-9.1pp | 41.46%-21.2pp |
| Employer contribution / active EE | $1,641 | $6,029-72.8% | $5,211-68.5% | $4,869-66.3% |
| Participant deferral / active EE | $12,935 | $6,958+85.9% | $6,282+105.9% | $5,287+144.7% |
| Admin fee / account holder | $2 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |