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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 | $51,035 | $185,141-72.4% | $153,416-66.7% | $155,188-67.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 19.66% | 18.72%+0.9pp | 17.84%+1.8pp | 148.84%-129.2pp |
| Employer contribution / active EE | $4,744 | $4,489+5.7% | $3,764+26.0% | $4,248+11.7% |
| Participant deferral / active EE | $13,527 | $5,477+147.0% | $4,723+186.4% | $6,531+107.1% |
| Admin fee / account holder | $20 | $16,005-99.9% | $13,095-99.8% | $14,480-99.9% |