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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 | $31,017 | $201,370-84.6% | $184,256-83.2% | $145,897-78.7% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 30.21% | 29.05%+1.2pp | 28.85%+1.4pp | 552.29%-522.1pp |
| Employer contribution / active EE | $2,495 | $7,024-64.5% | $6,427-61.2% | $4,663-46.5% |
| Participant deferral / active EE | $6,466 | $9,808-34.1% | $9,133-29.2% | $6,689-3.3% |
| Admin fee / account holder | $76 | $16,364-99.5% | $13,899-99.5% | $13,390-99.4% |