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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 | $24,576 | $112,729-78.2% | $98,716-75.1% | $137,256-82.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 38.75% | 38.48%+0.3pp | 31.81%+6.9pp | 220.34%-181.6pp |
| Employer contribution / active EE | $1,748 | $2,725-35.9% | $2,279-23.3% | $4,156-57.9% |
| Participant deferral / active EE | $4,356 | $4,640-6.1% | $4,048+7.6% | $6,407-32.0% |
| Admin fee / account holder | $171 | $10,129-98.3% | $8,703-98.0% | $12,270-98.6% |