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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 | $136,860-74.8% | $120,344-71.3% | $154,746-77.7% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 20.53% | 21.38%-0.8pp | 20.30%+0.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,651 | $3,533-53.3% | $3,020-45.3% | $4,379-62.3% |
| Participant deferral / active EE | $2,781 | $5,793-52.0% | $5,135-45.8% | $6,730-58.7% |
| Admin fee / account holder | $26 | $15,393-99.8% | $12,742-99.8% | $14,365-99.8% |