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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 | $38,430 | $97,125-60.4% | $86,233-55.4% | $137,256-72.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 18.71% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,674 | $2,841-5.9% | $2,504+6.8% | $4,156-35.7% |
| Participant deferral / active EE | $2,753 | $5,180-46.8% | $4,559-39.6% | $6,407-57.0% |
| Admin fee / account holder | $213 | $9,725-97.8% | $8,342-97.4% | $12,270-98.3% |