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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 | $43,766 | $39,132+11.8% | $57,196-23.5% | $62,881-30.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 12.32% | 9.24%+3.1pp | 14.59%-2.3pp | 20.14%-7.8pp |
| Employer contribution / active EE | $4,224 | $1,874+125.4% | $2,683+57.4% | $2,281+85.2% |
| Participant deferral / active EE | $6,073 | $2,374+155.8% | $3,096+96.1% | $3,203+89.6% |
| Admin fee / account holder | $178 | $2,594-93.2% | $3,141-94.3% | $4,296-95.9% |