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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 | $67,894-61.3% | $89,340-70.6% | $82,448-68.1% |
| Participation rate | 92.0% | 64.0%+28.0pp | 69.6%+22.4pp | 68.1%+23.9pp |
| Annual return | 18.49% | 19.21%-0.7pp | 20.57%-2.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,324 | $1,828+27.2% | $2,231+4.2% | $2,551-8.9% |
| Participant deferral / active EE | $4,633 | $3,072+50.8% | $3,823+21.2% | $4,139+11.9% |
| Admin fee / account holder | $295 | $5,723-94.9% | $6,704-95.6% | $7,234-95.9% |