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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 | $26,275 | $72,607-63.8% | $90,259-70.9% | $87,485-70.0% |
| Participation rate | 92.0% | 64.8%+27.2pp | 70.7%+21.3pp | 68.9%+23.1pp |
| Annual return | 18.49% | 18.59%-0.1pp | 18.88%-0.4pp | 26.06%-7.6pp |
| Employer contribution / active EE | $2,324 | $1,919+21.1% | $2,291+1.4% | $2,596-10.5% |
| Participant deferral / active EE | $4,633 | $3,055+51.7% | $3,827+21.1% | $4,274+8.4% |
| Admin fee / account holder | $295 | $5,947-95.0% | $7,267-95.9% | $7,775-96.2% |