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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 | $31,971 | $60,349-47.0% | $74,184-56.9% | $62,881-49.2% |
| Participation rate | 93.0% | 72.7%+20.2pp | 76.6%+16.3pp | 69.3%+23.7pp |
| Annual return | 10.44% | 21.38%-10.9pp | 17.74%-7.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,400 | $1,680+42.9% | $2,370+1.3% | $2,281+5.2% |
| Participant deferral / active EE | $4,166 | $2,856+45.9% | $3,550+17.4% | $3,203+30.1% |
| Admin fee / account holder | $288 | $4,261-93.2% | $5,586-94.8% | $4,296-93.3% |