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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 | $38,201 | $53,774-29.0% | $134,162-71.5% | $79,856-52.2% |
| Participation rate | 76.6% | 58.8%+17.8pp | 72.2%+4.4pp | 69.6%+7.0pp |
| Annual return | 14.11% | 19.01%-4.9pp | 36.35%-22.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,517 | $1,322+14.8% | $3,705-59.1% | $2,471-38.6% |
| Participant deferral / active EE | $2,991 | $2,420+23.6% | $3,500-14.5% | $3,741-20.1% |
| Admin fee / account holder | $11 | $3,985-99.7% | $6,685-99.8% | $5,306-99.8% |