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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 | $16,719 | $49,025-65.9% | $87,502-80.9% | $62,881-73.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 16.36% | 10.02%+6.3pp | 12.21%+4.1pp | 20.14%-3.8pp |
| Employer contribution / active EE | $6,222 | $1,372+353.6% | $2,550+144.0% | $2,281+172.8% |
| Participant deferral / active EE | $3,442 | $2,289+50.4% | $3,149+9.3% | $3,203+7.5% |
| Admin fee / account holder | $171 | $4,065-95.8% | $4,221-95.9% | $4,296-96.0% |