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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 | $107,809-64.4% | $97,032-60.4% | $155,188-75.2% |
| Participation rate | 88.9% | 75.5%+13.4pp | 71.6%+17.3pp | 80.8%+8.1pp |
| Annual return | 18.71% | 38.06%-19.4pp | 35.38%-16.7pp | 148.84%-130.1pp |
| Employer contribution / active EE | $2,674 | $2,911-8.2% | $2,629+1.7% | $4,248-37.1% |
| Participant deferral / active EE | $2,753 | $5,129-46.3% | $4,672-41.1% | $6,531-57.8% |
| Admin fee / account holder | $213 | $10,717-98.0% | $9,418-97.7% | $14,480-98.5% |