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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 | $40,661 | $92,798-56.2% | $96,707-58.0% | $137,256-70.4% |
| Participation rate | 92.9% | 81.6%+11.2pp | 80.4%+12.5pp | 80.0%+12.9pp |
| Annual return | 19.49% | 31.24%-11.7pp | 34.78%-15.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,712 | $4,147-34.6% | $4,191-35.3% | $4,156-34.7% |
| Participant deferral / active EE | $6,364 | $5,877+8.3% | $5,997+6.1% | $6,407-0.7% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |