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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 | $43,236 | $67,606-36.0% | $82,313-47.5% | $70,124-38.3% |
| Participation rate | 93.4% | 72.8%+20.7pp | 76.9%+16.5pp | 69.5%+23.9pp |
| Annual return | 18.50% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $4,253 | $1,755+142.3% | $2,428+75.1% | $2,342+81.6% |
| Participant deferral / active EE | $5,437 | $2,987+82.0% | $3,706+46.7% | $3,332+63.2% |
| Admin fee / account holder | $299 | $4,512-93.4% | $5,608-94.7% | $4,645-93.6% |