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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 | $13,729 | $51,222-73.2% | $70,544-80.5% | $75,173-81.7% |
| Participation rate | 74.1% | 61.0%+13.1pp | 68.4%+5.7pp | 67.2%+6.9pp |
| Annual return | 28.41% | 30.06%-1.6pp | 32.79%-4.4pp | 160.72%-132.3pp |
| Employer contribution / active EE | $2,333 | $1,827+27.7% | $2,976-21.6% | $2,671-12.6% |
| Participant deferral / active EE | $3,070 | $2,850+7.7% | $4,568-32.8% | $4,126-25.6% |
| Admin fee / account holder | $72 | $4,096-98.2% | $6,427-98.9% | $5,651-98.7% |