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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 | $63,279 | $239,571-73.6% | $183,328-65.5% | $137,256-53.9% |
| Participation rate | 85.0% | 82.4%+2.6pp | 77.3%+7.7pp | 80.0%+5.0pp |
| Annual return | 20.53% | 35.69%-15.2pp | 29.67%-9.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,302 | $6,148-62.6% | $5,055-54.5% | $4,156-44.6% |
| Participant deferral / active EE | $7,031 | $7,995-12.1% | $6,795+3.5% | $6,407+9.7% |
| Admin fee / account holder | $210 | $30,059-99.3% | $21,427-99.0% | $12,270-98.3% |