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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 | $34,520 | $124,425-72.3% | $112,040-69.2% | $137,256-74.9% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 20.53% | 24.72%-4.2pp | 24.52%-4.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,651 | $3,411-51.6% | $2,954-44.1% | $4,156-60.3% |
| Participant deferral / active EE | $2,781 | $5,718-51.4% | $5,098-45.4% | $6,407-56.6% |
| Admin fee / account holder | $26 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |