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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 | $34,095 | $112,729-69.8% | $98,716-65.5% | $137,256-75.2% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.3%+25.9pp | 80.0%+15.3pp |
| Annual return | 18.88% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,868 | $2,725-31.5% | $2,279-18.0% | $4,156-55.1% |
| Participant deferral / active EE | $5,559 | $4,640+19.8% | $4,048+37.3% | $6,407-13.2% |
| Admin fee / account holder | $219 | $10,129-97.8% | $8,703-97.5% | $12,270-98.2% |