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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 | $24,995 | $56,894-56.1% | $84,753-70.5% | $62,881-60.3% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 21.03% | 6.30%+14.7pp | 22.78%-1.7pp | 20.14%+0.9pp |
| Employer contribution / active EE | $6,852 | $2,400+185.5% | $3,574+91.7% | $2,281+200.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $235 | $3,581-93.5% | $5,333-95.6% | $4,296-94.5% |