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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 | $30,893 | $81,403-62.0% | $147,027-79.0% | $87,485-64.7% |
| Participation rate | 93.5% | 63.4%+30.1pp | 73.7%+19.8pp | 68.9%+24.6pp |
| Annual return | 18.37% | 16.51%+1.9pp | 20.23%-1.9pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,235 | $2,205+1.3% | $3,626-38.4% | $2,596-13.9% |
| Participant deferral / active EE | $2,148 | $3,315-35.2% | $4,933-56.5% | $4,274-49.7% |
| Admin fee / account holder | $17 | $6,755-99.8% | $12,223-99.9% | $7,775-99.8% |