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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 | $30,112 | $126,661-76.2% | $113,397-73.4% | $138,895-78.3% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.5%+7.7pp | 79.9%+4.3pp |
| Annual return | 25.44% | 25.05%+0.4pp | 23.20%+2.2pp | 145.39%-120.0pp |
| Employer contribution / active EE | $2,463 | $3,456-28.8% | $2,977-17.3% | $4,194-41.3% |
| Participant deferral / active EE | $4,868 | $5,693-14.5% | $5,076-4.1% | $6,396-23.9% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |