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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 | $35,226 | $52,580-33.0% | $71,671-50.9% | $70,126-49.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 22.56% | 20.25%+2.3pp | 20.65%+1.9pp | 73.15%-50.6pp |
| Employer contribution / active EE | $3,191 | $1,616+97.5% | $2,460+29.7% | $2,343+36.2% |
| Participant deferral / active EE | $4,287 | $2,386+79.7% | $3,438+24.7% | $3,332+28.7% |
| Admin fee / account holder | $251 | $3,653-93.1% | $5,558-95.5% | $4,645-94.6% |