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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 | $40,818 | $114,712-64.4% | $173,730-76.5% | $87,485-53.3% |
| Participation rate | 96.9% | 73.0%+23.9pp | 79.6%+17.3pp | 68.9%+27.9pp |
| Annual return | 15.37% | 20.18%-4.8pp | 19.96%-4.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,786 | $2,904-38.5% | $4,577-61.0% | $2,596-31.2% |
| Participant deferral / active EE | $8,636 | $4,642+86.1% | $6,326+36.5% | $4,274+102.1% |
| Admin fee / account holder | $0 | $10,210-100.0% | $17,523-100.0% | $7,775-100.0% |