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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 | $33,588 | $110,212-69.5% | $96,534-65.2% | $139,466-75.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 22.28% | 26.42%-4.1pp | 25.88%-3.6pp | 373.66%-351.4pp |
| Employer contribution / active EE | $3,980 | $3,620+10.0% | $2,965+34.2% | $4,754-16.3% |
| Participant deferral / active EE | $7,036 | $5,547+26.8% | $4,851+45.0% | $6,712+4.8% |
| Admin fee / account holder | $6 | $11,599-100.0% | $8,253-99.9% | $11,409-100.0% |