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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 | $62,273 | $83,485-25.4% | $125,192-50.3% | $72,975-14.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.42% | 25.77%+0.7pp | 43.79%-17.4pp | 81.01%-54.6pp |
| Employer contribution / active EE | $2,924 | $2,346+24.6% | $3,866-24.4% | $2,440+19.8% |
| Participant deferral / active EE | $2,977 | $3,586-17.0% | $4,937-39.7% | $3,608-17.5% |
| Admin fee / account holder | $248 | $5,518-95.5% | $9,704-97.4% | $5,124-95.2% |