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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 | $23,694 | $54,541-56.6% | $78,778-69.9% | $70,126-66.2% |
| Participation rate | 96.9% | 60.8%+36.1pp | 69.2%+27.7pp | 69.5%+27.3pp |
| Annual return | 16.03% | 21.07%-5.0pp | 35.62%-19.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,021 | $1,089+85.7% | $1,986+1.8% | $2,343-13.7% |
| Participant deferral / active EE | $4,163 | $2,210+88.3% | $2,958+40.7% | $3,332+24.9% |
| Admin fee / account holder | $259 | $3,709-93.0% | $5,134-95.0% | $4,645-94.4% |