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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 | $34,705 | $115,225-69.9% | $100,712-65.5% | $138,895-75.0% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.3%+20.7pp | 79.9%+10.1pp |
| Annual return | 24.19% | 40.35%-16.2pp | 33.27%-9.1pp | 145.39%-121.2pp |
| Employer contribution / active EE | $2,328 | $2,771-16.0% | $2,313+0.6% | $4,194-44.5% |
| Participant deferral / active EE | $6,141 | $4,699+30.7% | $4,085+50.3% | $6,396-4.0% |
| Admin fee / account holder | $226 | $10,844-97.9% | $9,256-97.6% | $12,562-98.2% |