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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 | $19,699 | $72,607-72.9% | $90,259-78.2% | $87,485-77.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 23.53% | 18.59%+4.9pp | 18.88%+4.6pp | 26.06%-2.5pp |
| Employer contribution / active EE | $2,203 | $1,919+14.8% | $2,291-3.9% | $2,596-15.1% |
| Participant deferral / active EE | $5,223 | $3,055+71.0% | $3,827+36.5% | $4,274+22.2% |
| Admin fee / account holder | $34 | $5,947-99.4% | $7,267-99.5% | $7,775-99.6% |