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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 | $33,689 | $177,156-81.0% | $147,027-77.1% | $154,746-78.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 23.77% | 21.94%+1.8pp | 20.23%+3.5pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,790 | $4,336-58.7% | $3,626-50.6% | $4,379-59.1% |
| Participant deferral / active EE | $8,481 | $5,797+46.3% | $4,933+71.9% | $6,730+26.0% |
| Admin fee / account holder | $219 | $14,904-98.5% | $12,223-98.2% | $14,365-98.5% |