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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 | $55,524 | $124,425-55.4% | $112,040-50.4% | $137,256-59.5% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.5%-4.3pp | 80.0%-7.7pp |
| Annual return | 18.02% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $6,079 | $3,411+78.2% | $2,954+105.8% | $4,156+46.3% |
| Participant deferral / active EE | $4,024 | $5,718-29.6% | $5,098-21.1% | $6,407-37.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |