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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 | $73,867 | $199,109-62.9% | $173,730-57.5% | $154,746-52.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.87% | 20.02%-4.1pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,929 | $5,311-63.7% | $4,577-57.8% | $4,379-55.9% |
| Participant deferral / active EE | $15,402 | $7,113+116.5% | $6,326+143.5% | $6,730+128.8% |
| Admin fee / account holder | $277 | $20,916-98.7% | $17,523-98.4% | $14,365-98.1% |