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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 | $61,873 | $161,352-61.7% | $134,172-53.9% | $137,256-54.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.98% | 28.72%-12.7pp | 25.30%-9.3pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,342 | $4,099-18.5% | $3,420-2.3% | $4,156-19.6% |
| Participant deferral / active EE | $6,634 | $5,552+19.5% | $4,690+41.4% | $6,407+3.5% |
| Admin fee / account holder | $160 | $15,028-98.9% | $12,016-98.7% | $12,270-98.7% |