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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 | $70,274 | $100,970-30.4% | $96,576-27.2% | $137,256-48.8% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 20.20% | 38.16%-18.0pp | 38.47%-18.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,129 | $3,809-70.4% | $3,553-68.2% | $4,156-72.8% |
| Participant deferral / active EE | $12,014 | $8,286+45.0% | $7,956+51.0% | $6,407+87.5% |
| Admin fee / account holder | $262 | $11,312-97.7% | $11,381-97.7% | $12,270-97.9% |