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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 | $23,496 | $106,864-78.0% | $147,318-84.1% | $82,637-71.6% |
| Participation rate | 92.3% | 75.5%+16.8pp | 82.1%+10.2pp | 68.1%+24.3pp |
| Annual return | 26.24% | 27.49%-1.3pp | 70.43%-44.2pp | 53.51%-27.3pp |
| Employer contribution / active EE | $2,876 | $3,417-15.8% | $4,593-37.4% | $2,552+12.7% |
| Participant deferral / active EE | $5,834 | $6,496-10.2% | $7,906-26.2% | $4,126+41.4% |
| Admin fee / account holder | $236 | $8,415-97.2% | $13,708-98.3% | $7,339-96.8% |