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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 | $35,372 | $101,778-65.2% | $164,975-78.6% | $80,925-56.3% |
| Participation rate | 82.9% | 71.8%+11.0pp | 78.6%+4.2pp | 67.7%+15.2pp |
| Annual return | 22.29% | 16.73%+5.6pp | 70.12%-47.8pp | 35.65%-13.4pp |
| Employer contribution / active EE | $2,463 | $2,954-16.6% | $4,343-43.3% | $2,756-10.6% |
| Participant deferral / active EE | $4,102 | $4,477-8.4% | $6,033-32.0% | $4,299-4.6% |
| Admin fee / account holder | $165 | $8,221-98.0% | $12,688-98.7% | $6,940-97.6% |