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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 | $77,896-60.3% | $134,172-77.0% | $82,448-62.5% |
| Participation rate | 93.5% | 62.8%+30.8pp | 72.5%+21.1pp | 68.1%+25.5pp |
| Annual return | 18.37% | 18.21%+0.2pp | 25.30%-6.9pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,235 | $2,159+3.5% | $3,420-34.6% | $2,551-12.4% |
| Participant deferral / active EE | $2,148 | $3,162-32.1% | $4,690-54.2% | $4,139-48.1% |
| Admin fee / account holder | $17 | $6,336-99.7% | $12,016-99.9% | $7,234-99.8% |