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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 | $136,860-67.4% | $120,344-63.0% | $154,746-71.2% |
| Participation rate | 92.3% | 79.9%+12.4pp | 76.7%+15.6pp | 80.7%+11.6pp |
| Annual return | 19.30% | 21.38%-2.1pp | 20.30%-1.0pp | 172.34%-153.0pp |
| Employer contribution / active EE | $6,416 | $3,533+81.6% | $3,020+112.4% | $4,379+46.5% |
| Participant deferral / active EE | $3,746 | $5,793-35.3% | $5,135-27.0% | $6,730-44.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |