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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 | $21,303 | $56,894-62.6% | $84,753-74.9% | $62,881-66.1% |
| Participation rate | 97.3% | 68.5%+28.8pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 6.50% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,774 | $2,400+15.6% | $3,574-22.4% | $2,281+21.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $239 | $3,581-93.3% | $5,333-95.5% | $4,296-94.4% |