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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 | $36,906 | $138,312-73.3% | $122,979-70.0% | $155,188-76.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 21.92% | 22.06%-0.1pp | 20.12%+1.8pp | 148.84%-126.9pp |
| Employer contribution / active EE | $4,599 | $3,530+30.3% | $3,062+50.2% | $4,248+8.3% |
| Participant deferral / active EE | $4,803 | $5,592-14.1% | $5,003-4.0% | $6,531-26.5% |
| Admin fee / account holder | $19 | $15,089-99.9% | $12,864-99.8% | $14,480-99.9% |