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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 | $21,980 | $76,551-71.3% | $123,894-82.3% | $62,881-65.0% |
| Participation rate | 94.9% | 73.0%+21.9pp | 81.4%+13.5pp | 69.3%+25.6pp |
| Annual return | 6.76% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,367 | $2,882+51.5% | $4,617-5.4% | $2,281+91.5% |
| Participant deferral / active EE | $4,567 | $4,840-5.6% | $5,984-23.7% | $3,203+42.6% |
| Admin fee / account holder | $7 | $4,826-99.9% | $8,357-99.9% | $4,296-99.8% |