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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 | $31,297 | $115,225-72.8% | $100,712-68.9% | $138,895-77.5% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 22.03% | 40.35%-18.3pp | 33.27%-11.2pp | 145.39%-123.4pp |
| Employer contribution / active EE | $2,077 | $2,771-25.1% | $2,313-10.2% | $4,194-50.5% |
| Participant deferral / active EE | $4,643 | $4,699-1.2% | $4,085+13.7% | $6,396-27.4% |
| Admin fee / account holder | $187 | $10,844-98.3% | $9,256-98.0% | $12,562-98.5% |