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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 | $31,896 | $67,602-52.8% | $82,312-61.3% | $70,126-54.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.13% | 21.57%-4.4pp | 25.88%-8.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $4,377 | $1,755+149.4% | $2,428+80.3% | $2,343+86.9% |
| Participant deferral / active EE | $3,128 | $2,987+4.7% | $3,706-15.6% | $3,332-6.1% |
| Admin fee / account holder | $19 | $4,512-99.6% | $5,608-99.7% | $4,645-99.6% |