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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 | $23,774 | $73,787-67.8% | $98,716-75.9% | $82,448-71.2% |
| Participation rate | 96.2% | 61.4%+34.7pp | 69.3%+26.9pp | 68.1%+28.1pp |
| Annual return | 27.44% | 18.57%+8.9pp | 31.81%-4.4pp | 41.64%-14.2pp |
| Employer contribution / active EE | $4,081 | $1,511+170.1% | $2,279+79.1% | $2,551+60.0% |
| Participant deferral / active EE | $6,353 | $3,081+106.2% | $4,048+56.9% | $4,139+53.5% |
| Admin fee / account holder | $170 | $6,500-97.4% | $8,703-98.0% | $7,234-97.7% |