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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 | $50,212 | $184,014-72.7% | $161,149-68.8% | $138,895-63.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 23.09% | 21.52%+1.6pp | 21.16%+1.9pp | 145.39%-122.3pp |
| Employer contribution / active EE | $3,618 | $5,055-28.4% | $4,360-17.0% | $4,194-13.7% |
| Participant deferral / active EE | $10,799 | $6,909+56.3% | $6,153+75.5% | $6,396+68.8% |
| Admin fee / account holder | $256 | $18,027-98.6% | $15,194-98.3% | $12,562-98.0% |