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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 | $126,661-54.9% | $113,397-49.6% | $138,895-58.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 19.45% | 25.05%-5.6pp | 23.20%-3.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $3,897 | $3,456+12.8% | $2,977+30.9% | $4,194-7.1% |
| Participant deferral / active EE | $11,832 | $5,693+107.8% | $5,076+133.1% | $6,396+85.0% |
| Admin fee / account holder | $223 | $14,549-98.5% | $11,957-98.1% | $12,562-98.2% |