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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 | $66,153 | $199,109-66.8% | $173,730-61.9% | $154,746-57.3% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.6%+13.8pp | 80.7%+12.6pp |
| Annual return | 18.01% | 20.02%-2.0pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,679 | $5,311-30.7% | $4,577-19.6% | $4,379-16.0% |
| Participant deferral / active EE | $13,694 | $7,113+92.5% | $6,326+116.5% | $6,730+103.5% |
| Admin fee / account holder | $7 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |