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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 | $30,889 | $63,365-51.3% | $91,994-66.4% | $72,975-57.7% |
| Participation rate | 81.9% | 72.5%+9.4pp | 78.6%+3.3pp | 69.5%+12.5pp |
| Annual return | 21.61% | 35.35%-13.7pp | 69.04%-47.4pp | 81.01%-59.4pp |
| Employer contribution / active EE | $3,576 | $2,116+69.0% | $3,453+3.6% | $2,440+46.5% |
| Participant deferral / active EE | $8,334 | $4,883+70.7% | $5,924+40.7% | $3,608+131.0% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |