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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 | $33,136 | $102,245-67.6% | $89,340-62.9% | $137,256-75.9% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 20.99% | 21.89%-0.9pp | 20.57%+0.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,188 | $2,529-13.5% | $2,231-2.0% | $4,156-47.4% |
| Participant deferral / active EE | $3,984 | $4,436-10.2% | $3,823+4.2% | $6,407-37.8% |
| Admin fee / account holder | $120 | $8,085-98.5% | $6,704-98.2% | $12,270-99.0% |