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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 | $22,167 | $56,894-61.0% | $84,751-73.8% | $62,891-64.8% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 8.81% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.3pp |
| Employer contribution / active EE | $10,206 | $2,400+325.3% | $3,574+185.5% | $2,281+347.5% |
| Participant deferral / active EE | $1,780 | $2,709-34.3% | $3,712-52.1% | $3,203-44.4% |
| Admin fee / account holder | $295 | $3,581-91.8% | $5,333-94.5% | $4,296-93.1% |