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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 | $72,076 | $199,109-63.8% | $173,730-58.5% | $154,746-53.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 12.80% | 20.02%-7.2pp | 19.96%-7.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,263 | $5,311-57.4% | $4,577-50.6% | $4,379-48.3% |
| Participant deferral / active EE | $2,556 | $7,113-64.1% | $6,326-59.6% | $6,730-62.0% |
| Admin fee / account holder | $30 | $20,916-99.9% | $17,523-99.8% | $14,365-99.8% |