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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 | $34,514 | $184,014-81.2% | $161,149-78.6% | $138,895-75.2% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.8%+11.6pp | 79.9%+10.6pp |
| Annual return | 14.87% | 21.52%-6.7pp | 21.16%-6.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,989 | $5,055-60.7% | $4,360-54.4% | $4,194-52.6% |
| Participant deferral / active EE | $5,065 | $6,909-26.7% | $6,153-17.7% | $6,396-20.8% |
| Admin fee / account holder | $291 | $18,027-98.4% | $15,194-98.1% | $12,562-97.7% |