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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 | $19,249 | $72,012-73.3% | $185,827-89.6% | $79,858-75.9% |
| Participation rate | 98.3% | 65.8%+32.6pp | 78.0%+20.3pp | 69.6%+28.7pp |
| Annual return | 25.56% | 23.12%+2.4pp | 35.96%-10.4pp | 31.72%-6.2pp |
| Employer contribution / active EE | $3,858 | $1,965+96.4% | $4,087-5.6% | $2,471+56.1% |
| Participant deferral / active EE | $3,415 | $3,779-9.6% | $5,633-39.4% | $3,740-8.7% |
| Admin fee / account holder | $234 | $4,513-94.8% | $9,502-97.5% | $5,306-95.6% |