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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 | $47,030 | $199,109-76.4% | $173,730-72.9% | $154,746-69.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.96% | 20.02%-0.1pp | 19.96%0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $3,276 | $5,311-38.3% | $4,577-28.4% | $4,379-25.2% |
| Participant deferral / active EE | $9,218 | $7,113+29.6% | $6,326+45.7% | $6,730+37.0% |
| Admin fee / account holder | $159 | $20,916-99.2% | $17,523-99.1% | $14,365-98.9% |