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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 | $57,173 | $138,312-58.7% | $122,979-53.5% | $155,188-63.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 19.45% | 22.06%-2.6pp | 20.12%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $3,897 | $3,530+10.4% | $3,062+27.3% | $4,248-8.2% |
| Participant deferral / active EE | $11,832 | $5,592+111.6% | $5,003+136.5% | $6,531+81.2% |
| Admin fee / account holder | $223 | $15,089-98.5% | $12,864-98.3% | $14,480-98.5% |