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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 | $49,859 | $162,136-69.2% | $152,301-67.3% | $154,746-67.8% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 20.90% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,126 | $4,890-56.5% | $4,624-54.0% | $4,379-51.5% |
| Participant deferral / active EE | $7,328 | $8,341-12.1% | $8,004-8.4% | $6,730+8.9% |
| Admin fee / account holder | $293 | $15,759-98.1% | $14,398-98.0% | $14,365-98.0% |