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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 | $17,766 | $54,763-67.6% | $90,324-80.3% | $72,976-75.7% |
| Participation rate | 82.9% | 65.2%+17.7pp | 73.3%+9.6pp | 69.5%+13.4pp |
| Annual return | 32.45% | 30.63%+1.8pp | 78.15%-45.7pp | 81.02%-48.6pp |
| Employer contribution / active EE | $2,627 | $2,093+25.5% | $2,856-8.0% | $2,440+7.7% |
| Participant deferral / active EE | $4,548 | $2,887+57.5% | $3,885+17.1% | $3,608+26.1% |
| Admin fee / account holder | $189 | $3,973-95.2% | $5,356-96.5% | $5,124-96.3% |