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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 | $43,104 | $213,785-79.8% | $185,441-76.8% | $155,188-72.2% |
| Participation rate | 88.9% | 83.2%+5.7pp | 80.3%+8.6pp | 80.8%+8.1pp |
| Annual return | 21.27% | 19.97%+1.3pp | 20.16%+1.1pp | 148.84%-127.6pp |
| Employer contribution / active EE | $3,775 | $5,393-30.0% | $4,672-19.2% | $4,248-11.1% |
| Participant deferral / active EE | $9,394 | $6,864+36.8% | $6,152+52.7% | $6,531+43.8% |
| Admin fee / account holder | $218 | $21,134-99.0% | $17,890-98.8% | $14,480-98.5% |