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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 | $35,250 | $75,541-53.3% | $152,093-76.8% | $82,637-57.3% |
| Participation rate | 77.3% | 66.5%+10.7pp | 77.8%-0.5pp | 68.1%+9.2pp |
| Annual return | 14.11% | 32.56%-18.4pp | 66.36%-52.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $2,350 | $2,622-10.4% | $4,175-43.7% | $2,552-7.9% |
| Participant deferral / active EE | $3,086 | $3,206-3.7% | $5,451-43.4% | $4,126-25.2% |
| Admin fee / account holder | $241 | $6,405-96.2% | $14,497-98.3% | $7,339-96.7% |