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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 | $36,134 | $53,774-32.8% | $134,162-73.1% | $79,856-54.8% |
| Participation rate | 94.6% | 58.8%+35.8pp | 72.2%+22.4pp | 69.6%+25.0pp |
| Annual return | 13.78% | 19.01%-5.2pp | 36.35%-22.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,018 | $1,322+128.4% | $3,705-18.5% | $2,471+22.1% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $296 | $3,985-92.6% | $6,685-95.6% | $5,306-94.4% |