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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 | $46,155 | $199,109-76.8% | $173,730-73.4% | $154,746-70.2% |
| Participation rate | 70.6% | 82.8%-12.2pp | 79.6%-9.0pp | 80.7%-10.1pp |
| Annual return | 22.52% | 20.02%+2.5pp | 19.96%+2.6pp | 172.34%-149.8pp |
| Employer contribution / active EE | $3,618 | $5,311-31.9% | $4,577-21.0% | $4,379-17.4% |
| Participant deferral / active EE | $7,219 | $7,113+1.5% | $6,326+14.1% | $6,730+7.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |