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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 | $29,271 | $80,983-63.9% | $96,544-69.7% | $75,177-61.1% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 22.72% | 27.05%-4.3pp | 25.88%-3.2pp | 160.75%-138.0pp |
| Employer contribution / active EE | $3,339 | $2,282+46.3% | $2,966+12.6% | $2,671+25.0% |
| Participant deferral / active EE | $1,920 | $3,929-51.1% | $4,851-60.4% | $4,126-53.5% |
| Admin fee / account holder | $228 | $6,717-96.6% | $8,254-97.2% | $5,651-96.0% |