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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 | $60,119 | $126,661-52.5% | $113,397-47.0% | $138,895-56.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 20.08% | 25.05%-5.0pp | 23.20%-3.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $5,269 | $3,456+52.5% | $2,977+77.0% | $4,194+25.6% |
| Participant deferral / active EE | $8,518 | $5,693+49.6% | $5,076+67.8% | $6,396+33.2% |
| Admin fee / account holder | $1 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |