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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 | $18,438 | $49,255-62.6% | $70,494-73.8% | $79,856-76.9% |
| Participation rate | 84.2% | 69.2%+15.1pp | 75.1%+9.2pp | 69.6%+14.6pp |
| Annual return | 34.86% | 30.10%+4.8pp | 109.16%-74.3pp | 31.71%+3.1pp |
| Employer contribution / active EE | $2,134 | $2,100+1.6% | $2,738-22.1% | $2,471-13.6% |
| Participant deferral / active EE | $5,281 | $2,768+90.8% | $3,711+42.3% | $3,741+41.2% |
| Admin fee / account holder | $4 | $2,879-99.9% | $3,848-99.9% | $5,306-99.9% |