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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 | $39,862 | $199,109-80.0% | $173,730-77.1% | $154,746-74.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.02% | 20.02%-2.0pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,472 | $5,311-53.5% | $4,577-46.0% | $4,379-43.5% |
| Participant deferral / active EE | $2,628 | $7,113-63.1% | $6,326-58.5% | $6,730-61.0% |
| Admin fee / account holder | $153 | $20,916-99.3% | $17,523-99.1% | $14,365-98.9% |