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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 | $33,194 | $76,551-56.6% | $123,894-73.2% | $62,881-47.2% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 6.82% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,173 | $2,882+44.8% | $4,617-9.6% | $2,281+83.0% |
| Participant deferral / active EE | $3,377 | $4,840-30.2% | $5,984-43.6% | $3,203+5.4% |
| Admin fee / account holder | $8 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |