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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 | $32,817 | $76,551-57.1% | $123,894-73.5% | $62,881-47.8% |
| Participation rate | 88.0% | 73.0%+15.0pp | 81.4%+6.6pp | 69.3%+18.7pp |
| Annual return | 21.13% | 18.68%+2.5pp | 47.52%-26.4pp | 20.14%+1.0pp |
| Employer contribution / active EE | $1,980 | $2,882-31.3% | $4,617-57.1% | $2,281-13.2% |
| Participant deferral / active EE | $5,756 | $4,840+18.9% | $5,984-3.8% | $3,203+79.7% |
| Admin fee / account holder | $206 | $4,826-95.7% | $8,357-97.5% | $4,296-95.2% |