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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 | $124,425-42.6% | $112,040-36.3% | $137,256-48.0% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 19.97% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,046 | $3,411-10.7% | $2,954+3.1% | $4,156-26.7% |
| Participant deferral / active EE | $4,113 | $5,718-28.1% | $5,098-19.3% | $6,407-35.8% |
| Admin fee / account holder | $29 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |