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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 | $22,189 | $81,457-72.8% | $103,378-78.5% | $80,911-72.6% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.6%+28.8pp |
| Annual return | 10.86% | 25.58%-14.7pp | 24.91%-14.1pp | 35.63%-24.8pp |
| Employer contribution / active EE | $3,576 | $3,107+15.1% | $3,870-7.6% | $2,756+29.7% |
| Participant deferral / active EE | $4,522 | $3,871+16.8% | $5,058-10.6% | $4,297+5.2% |
| Admin fee / account holder | $245 | $6,717-96.3% | $8,401-97.1% | $6,935-96.5% |