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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 | $17,738 | $47,848-62.9% | $81,473-78.2% | $70,124-74.7% |
| Participation rate | 83.3% | 58.3%+25.1pp | 68.0%+15.4pp | 69.5%+13.8pp |
| Annual return | 24.02% | 27.25%-3.2pp | 38.78%-14.8pp | 73.14%-49.1pp |
| Employer contribution / active EE | $3,915 | $1,527+156.3% | $2,568+52.4% | $2,342+67.1% |
| Participant deferral / active EE | $3,714 | $2,453+51.4% | $3,537+5.0% | $3,332+11.5% |
| Admin fee / account holder | $286 | $3,145-90.9% | $4,561-93.7% | $4,645-93.9% |