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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 | $31,460 | $126,661-75.2% | $113,397-72.3% | $138,895-77.3% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.5%+8.1pp | 79.9%+4.7pp |
| Annual return | 18.32% | 25.05%-6.7pp | 23.20%-4.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $4,143 | $3,456+19.9% | $2,977+39.1% | $4,194-1.2% |
| Participant deferral / active EE | $7,636 | $5,693+34.1% | $5,076+50.4% | $6,396+19.4% |
| Admin fee / account holder | $179 | $14,549-98.8% | $11,957-98.5% | $12,562-98.6% |