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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 | $91,945 | $161,352-43.0% | $134,172-31.5% | $137,256-33.0% |
| Participation rate | 93.3% | 78.3%+15.0pp | 72.5%+20.9pp | 80.0%+13.4pp |
| Annual return | 20.02% | 28.72%-8.7pp | 25.30%-5.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,475 | $4,099-64.0% | $3,420-56.9% | $4,156-64.5% |
| Participant deferral / active EE | $6,603 | $5,552+18.9% | $4,690+40.8% | $6,407+3.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |