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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 | $64,559 | $138,386-53.3% | $184,260-65.0% | $80,935-20.2% |
| Participation rate | 70.4% | 83.9%-13.5pp | 86.8%-16.5pp | 67.7%+2.7pp |
| Annual return | 20.19% | 20.02%+0.2pp | 28.84%-8.6pp | 35.66%-15.5pp |
| Employer contribution / active EE | $2,055 | $4,851-57.6% | $6,427-68.0% | $2,757-25.4% |
| Participant deferral / active EE | $12,861 | $7,076+81.8% | $9,133+40.8% | $4,299+199.1% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,898-100.0% | $6,924-100.0% |