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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 | $17,724 | $99,345-82.2% | $84,753-79.1% | $273,970-93.5% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 7.34% | 22.93%-15.6pp | 22.78%-15.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $10,717 | $4,214+154.3% | $3,574+199.8% | $4,869+120.1% |
| Participant deferral / active EE | $1,435 | $4,270-66.4% | $3,712-61.3% | $5,287-72.9% |
| Admin fee / account holder | $64 | $6,645-99.0% | $5,333-98.8% | $10,132-99.4% |