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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 | $63,223 | $199,109-68.2% | $173,730-63.6% | $154,746-59.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 29.11% | 20.02%+9.1pp | 19.96%+9.2pp | 172.34%-143.2pp |
| Employer contribution / active EE | $2,662 | $5,311-49.9% | $4,577-41.8% | $4,379-39.2% |
| Participant deferral / active EE | $15,875 | $7,113+123.2% | $6,326+150.9% | $6,730+135.9% |
| Admin fee / account holder | $222 | $20,916-98.9% | $17,523-98.7% | $14,365-98.5% |