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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 | $30,455 | $51,638-41.0% | $129,406-76.5% | $80,959-62.4% |
| Participation rate | 92.3% | 56.9%+35.4pp | 69.6%+22.7pp | 67.7%+24.6pp |
| Annual return | 15.12% | 20.78%-5.7pp | 9468.18%-9453.1pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,474 | $1,584-6.9% | $4,155-64.5% | $2,757-46.5% |
| Participant deferral / active EE | $3,469 | $2,670+29.9% | $4,167-16.8% | $4,300-19.3% |
| Admin fee / account holder | $291 | $4,313-93.3% | $7,689-96.2% | $6,925-95.8% |