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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 | $33,437 | $76,371-56.2% | $93,621-64.3% | $72,975-54.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.07% | 25.82%-3.7pp | 32.76%-10.7pp | 81.01%-58.9pp |
| Employer contribution / active EE | $4,312 | $2,276+89.5% | $2,719+58.6% | $2,440+76.7% |
| Participant deferral / active EE | $3,183 | $3,538-10.0% | $4,070-21.8% | $3,608-11.8% |
| Admin fee / account holder | $218 | $6,839-96.8% | $7,890-97.2% | $5,124-95.8% |