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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 | $34,322 | $192,829-82.2% | $142,516-75.9% | $139,487-75.4% |
| Participation rate | 85.0% | 81.4%+3.6pp | 76.8%+8.2pp | 80.3%+4.7pp |
| Annual return | 24.78% | 18.07%+6.7pp | 20.03%+4.7pp | 373.84%-349.1pp |
| Employer contribution / active EE | $2,319 | $5,808-60.1% | $4,849-52.2% | $4,755-51.2% |
| Participant deferral / active EE | $6,330 | $7,200-12.1% | $6,280+0.8% | $6,713-5.7% |
| Admin fee / account holder | $19 | $15,120-99.9% | $10,008-99.8% | $11,407-99.8% |