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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 | $33,596 | $181,896-81.5% | $156,551-78.5% | $273,972-87.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.18% | 30.74%-19.6pp | 32.23%-21.0pp | 41.46%-30.3pp |
| Employer contribution / active EE | $4,683 | $6,248-25.0% | $5,501-14.9% | $4,869-3.8% |
| Participant deferral / active EE | $10,010 | $5,550+80.4% | $4,871+105.5% | $5,287+89.3% |
| Admin fee / account holder | $66 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |