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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 | $70,249 | $126,661-44.5% | $113,397-38.1% | $138,895-49.4% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.5%+15.8pp | 79.9%+12.4pp |
| Annual return | 21.43% | 25.05%-3.6pp | 23.20%-1.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,507 | $3,456-27.5% | $2,977-15.8% | $4,194-40.2% |
| Participant deferral / active EE | $3,441 | $5,693-39.6% | $5,076-32.2% | $6,396-46.2% |
| Admin fee / account holder | $240 | $14,549-98.4% | $11,957-98.0% | $12,562-98.1% |