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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 | $128,785 | $199,109-35.3% | $173,730-25.9% | $154,746-16.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.81% | 20.02%-6.2pp | 19.96%-6.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,642 | $5,311-50.3% | $4,577-42.3% | $4,379-39.7% |
| Participant deferral / active EE | $5,571 | $7,113-21.7% | $6,326-11.9% | $6,730-17.2% |
| Admin fee / account holder | $286 | $20,916-98.6% | $17,523-98.4% | $14,365-98.0% |