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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 | $27,189 | $87,166-68.8% | $76,735-64.6% | $137,256-80.2% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.5%+20.5pp | 80.0%+10.0pp |
| Annual return | 34.26% | 26.50%+7.8pp | 29.77%+4.5pp | 220.34%-186.1pp |
| Employer contribution / active EE | $3,052 | $2,904+5.1% | $2,454+24.4% | $4,156-26.6% |
| Participant deferral / active EE | $11,032 | $4,726+133.4% | $4,088+169.9% | $6,407+72.2% |
| Admin fee / account holder | $44 | $8,403-99.5% | $7,189-99.4% | $12,270-99.6% |