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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 | $29,644 | $76,551-61.3% | $123,894-76.1% | $62,881-52.9% |
| Participation rate | 92.5% | 73.0%+19.5pp | 81.4%+11.1pp | 69.3%+23.2pp |
| Annual return | 9.92% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $3,090 | $2,882+7.2% | $4,617-33.1% | $2,281+35.5% |
| Participant deferral / active EE | $6,675 | $4,840+37.9% | $5,984+11.5% | $3,203+108.4% |
| Admin fee / account holder | $13 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |