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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 | $32,507 | $100,970-67.8% | $96,576-66.3% | $137,256-76.3% |
| Participation rate | 76.2% | 82.6%-6.4pp | 81.4%-5.3pp | 80.0%-3.8pp |
| Annual return | 23.05% | 38.16%-15.1pp | 38.47%-15.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $3,656 | $3,809-4.0% | $3,553+2.9% | $4,156-12.0% |
| Participant deferral / active EE | $6,107 | $8,286-26.3% | $7,956-23.3% | $6,407-4.7% |
| Admin fee / account holder | $186 | $11,312-98.4% | $11,381-98.4% | $12,270-98.5% |