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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 | $38,889 | $126,661-69.3% | $113,397-65.7% | $138,895-72.0% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.5%+18.7pp | 79.9%+15.3pp |
| Annual return | 17.56% | 25.05%-7.5pp | 23.20%-5.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,747 | $3,456-49.5% | $2,977-41.3% | $4,194-58.3% |
| Participant deferral / active EE | $5,018 | $5,693-11.9% | $5,076-1.2% | $6,396-21.6% |
| Admin fee / account holder | $259 | $14,549-98.2% | $11,957-97.8% | $12,562-97.9% |