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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 | $32,811 | $107,666-69.5% | $102,184-67.9% | $154,746-78.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 23.89% | 29.33%-5.4pp | 31.58%-7.7pp | 172.34%-148.5pp |
| Employer contribution / active EE | $8,370 | $3,846+117.6% | $3,594+132.9% | $4,379+91.1% |
| Participant deferral / active EE | $8,885 | $8,719+1.9% | $8,309+6.9% | $6,730+32.0% |
| Admin fee / account holder | $16 | $12,943-99.9% | $11,609-99.9% | $14,365-99.9% |