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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 | $54,242 | $199,109-72.8% | $173,730-68.8% | $154,746-64.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.53% | 20.02%+0.5pp | 19.96%+0.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,893 | $5,311-45.5% | $4,577-36.8% | $4,379-33.9% |
| Participant deferral / active EE | $6,325 | $7,113-11.1% | $6,3260% | $6,730-6.0% |
| Admin fee / account holder | $278 | $20,916-98.7% | $17,523-98.4% | $14,365-98.1% |