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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 | $30,062 | $60,349-50.2% | $74,184-59.5% | $62,881-52.2% |
| Participation rate | 92.6% | 72.7%+19.9pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 8.27% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,931 | $1,680+74.4% | $2,370+23.7% | $2,281+28.5% |
| Participant deferral / active EE | $7,778 | $2,856+172.3% | $3,550+119.1% | $3,203+142.8% |
| Admin fee / account holder | $205 | $4,261-95.2% | $5,586-96.3% | $4,296-95.2% |