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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 | $71,362 | $167,415-57.4% | $140,514-49.2% | $198,609-64.1% |
| Participation rate | 95.2% | 80.9%+14.4pp | 77.8%+17.4pp | 82.4%+12.9pp |
| Annual return | 19.97% | 13.85%+6.1pp | 14.36%+5.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $3,046 | $4,088-25.5% | $3,378-9.8% | $5,055-39.7% |
| Participant deferral / active EE | $4,113 | $5,579-26.3% | $4,919-16.4% | $6,977-41.0% |
| Admin fee / account holder | $29 | $16,730-99.8% | $13,697-99.8% | $19,030-99.8% |