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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 | $131,495 | $282,059-53.4% | $213,469-38.4% | $154,746-15.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 21.29% | 20.90%+0.4pp | 20.58%+0.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $3,715 | $6,189-40.0% | $4,994-25.6% | $4,379-15.2% |
| Participant deferral / active EE | $10,568 | $8,186+29.1% | $6,841+54.5% | $6,730+57.0% |
| Admin fee / account holder | $117 | $37,435-99.7% | $27,141-99.6% | $14,365-99.2% |