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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 | $68,242 | $124,425-45.2% | $112,040-39.1% | $137,256-50.3% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 18.63% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,547 | $3,411-25.3% | $2,954-13.8% | $4,156-38.7% |
| Participant deferral / active EE | $8,844 | $5,718+54.7% | $5,098+73.5% | $6,407+38.0% |
| Admin fee / account holder | $32 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |