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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 | $45,394 | $192,737-76.4% | $142,460-68.1% | $139,456-67.4% |
| Participation rate | 84.6% | 81.5%+3.1pp | 76.8%+7.8pp | 80.3%+4.3pp |
| Annual return | 22.38% | 17.99%+4.4pp | 19.99%+2.4pp | 373.45%-351.1pp |
| Employer contribution / active EE | $3,002 | $5,806-48.3% | $4,847-38.1% | $4,753-36.8% |
| Participant deferral / active EE | $10,761 | $7,208+49.3% | $6,283+71.3% | $6,711+60.3% |
| Admin fee / account holder | $240 | $15,125-98.4% | $10,011-97.6% | $11,407-97.9% |