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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 | $26,566 | $124,425-78.6% | $112,040-76.3% | $137,256-80.6% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 24.14% | 24.72%-0.6pp | 24.52%-0.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $4,164 | $3,411+22.1% | $2,954+41.0% | $4,156+0.2% |
| Participant deferral / active EE | $4,808 | $5,718-15.9% | $5,098-5.7% | $6,407-25.0% |
| Admin fee / account holder | $21 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |