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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 | $49,462 | $124,425-60.2% | $112,040-55.9% | $137,256-64.0% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 20.99% | 24.72%-3.7pp | 24.52%-3.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,795 | $3,411+11.3% | $2,954+28.5% | $4,156-8.7% |
| Participant deferral / active EE | $7,506 | $5,718+31.3% | $5,098+47.2% | $6,407+17.2% |
| Admin fee / account holder | $12 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |