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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 | $29,815 | $115,225-74.1% | $100,712-70.4% | $138,895-78.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 25.64% | 40.35%-14.7pp | 33.27%-7.6pp | 145.39%-119.8pp |
| Employer contribution / active EE | $3,185 | $2,771+14.9% | $2,313+37.7% | $4,194-24.1% |
| Participant deferral / active EE | $3,484 | $4,699-25.9% | $4,085-14.7% | $6,396-45.5% |
| Admin fee / account holder | $30 | $10,844-99.7% | $9,256-99.7% | $12,562-99.8% |