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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 | $32,494 | $181,896-82.1% | $156,551-79.2% | $273,972-88.1% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 10.51% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $2,213 | $6,248-64.6% | $5,501-59.8% | $4,869-54.5% |
| Participant deferral / active EE | $3,844 | $5,550-30.7% | $4,871-21.1% | $5,287-27.3% |
| Admin fee / account holder | $47 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |