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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 | $32,304 | $60,349-46.5% | $74,184-56.5% | $62,881-48.6% |
| Participation rate | 97.6% | 72.7%+24.9pp | 76.6%+21.0pp | 69.3%+28.3pp |
| Annual return | 7.51% | 21.38%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $7,492 | $1,680+345.9% | $2,370+216.1% | $2,281+228.5% |
| Participant deferral / active EE | $3,808 | $2,856+33.3% | $3,550+7.3% | $3,203+18.9% |
| Admin fee / account holder | $54 | $4,261-98.7% | $5,586-99.0% | $4,296-98.7% |