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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 | $31,576 | $83,485-62.2% | $125,192-74.8% | $72,975-56.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 34.52% | 25.77%+8.8pp | 43.79%-9.3pp | 81.01%-46.5pp |
| Employer contribution / active EE | $3,960 | $2,346+68.8% | $3,866+2.4% | $2,440+62.3% |
| Participant deferral / active EE | $6,157 | $3,586+71.7% | $4,937+24.7% | $3,608+70.7% |
| Admin fee / account holder | $46 | $5,518-99.2% | $9,704-99.5% | $5,124-99.1% |