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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 | $35,404 | $58,851-39.8% | $115,170-69.3% | $72,975-51.5% |
| Participation rate | 90.0% | 65.5%+24.5pp | 75.9%+14.1pp | 69.5%+20.5pp |
| Annual return | 18.34% | 23.16%-4.8pp | 35.60%-17.3pp | 81.01%-62.7pp |
| Employer contribution / active EE | $1,425 | $1,798-20.7% | $3,179-55.2% | $2,440-41.6% |
| Participant deferral / active EE | $3,673 | $2,643+39.0% | $4,169-11.9% | $3,608+1.8% |
| Admin fee / account holder | $39 | $6,370-99.4% | $7,089-99.4% | $5,124-99.2% |