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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 | $30,329 | $162,967-81.4% | $135,792-77.7% | $138,895-78.2% |
| Participation rate | 92.9% | 78.3%+14.5pp | 72.6%+20.3pp | 79.9%+12.9pp |
| Annual return | 18.19% | 30.08%-11.9pp | 25.96%-7.8pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,747 | $4,211-34.8% | $3,496-21.4% | $4,194-34.5% |
| Participant deferral / active EE | $4,741 | $5,640-15.9% | $4,759-0.4% | $6,396-25.9% |
| Admin fee / account holder | $265 | $15,306-98.3% | $12,266-97.8% | $12,562-97.9% |