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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 | $37,648 | $43,075-12.6% | $74,577-49.5% | $62,881-40.1% |
| Participation rate | 76.0% | 58.1%+17.9pp | 68.1%+7.9pp | 69.3%+6.7pp |
| Annual return | 8.00% | 17.50%-9.5pp | 20.47%-12.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,337 | $1,498+122.8% | $2,525+32.1% | $2,281+46.3% |
| Participant deferral / active EE | $4,771 | $2,389+99.7% | $3,458+38.0% | $3,203+49.0% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |