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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 | $34,577 | $181,896-81.0% | $156,551-77.9% | $273,972-87.4% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 9.73% | 30.74%-21.0pp | 32.23%-22.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $2,262 | $6,248-63.8% | $5,501-58.9% | $4,869-53.5% |
| Participant deferral / active EE | $2,815 | $5,550-49.3% | $4,871-42.2% | $5,287-46.8% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |