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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 | $44,572 | $124,425-64.2% | $112,040-60.2% | $137,256-67.5% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 19.30% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $6,416 | $3,411+88.1% | $2,954+117.2% | $4,156+54.4% |
| Participant deferral / active EE | $3,746 | $5,718-34.5% | $5,098-26.5% | $6,407-41.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |