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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 | $70,047 | $199,109-64.8% | $173,730-59.7% | $154,746-54.7% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 21.04% | 20.02%+1.0pp | 19.96%+1.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,889 | $5,311-45.6% | $4,577-36.9% | $4,379-34.0% |
| Participant deferral / active EE | $6,271 | $7,113-11.8% | $6,326-0.9% | $6,730-6.8% |
| Admin fee / account holder | $34 | $20,916-99.8% | $17,523-99.8% | $14,365-99.8% |