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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 | $26,494 | $136,860-80.6% | $120,344-78.0% | $154,746-82.9% |
| Participation rate | 95.5% | 79.9%+15.6pp | 76.7%+18.7pp | 80.7%+14.8pp |
| Annual return | 17.88% | 21.38%-3.5pp | 20.30%-2.4pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,471 | $3,533-30.1% | $3,020-18.2% | $4,379-43.6% |
| Participant deferral / active EE | $3,247 | $5,793-44.0% | $5,135-36.8% | $6,730-51.8% |
| Admin fee / account holder | $182 | $15,393-98.8% | $12,742-98.6% | $14,365-98.7% |