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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 | $38,446 | $107,733-64.3% | $92,985-58.7% | $154,746-75.2% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 22.19% | 30.39%-8.2pp | 27.99%-5.8pp | 172.34%-150.1pp |
| Employer contribution / active EE | $4,144 | $3,126+32.5% | $2,662+55.6% | $4,379-5.4% |
| Participant deferral / active EE | $7,896 | $5,053+56.3% | $4,377+80.4% | $6,730+17.3% |
| Admin fee / account holder | $140 | $11,369-98.8% | $9,463-98.5% | $14,365-99.0% |