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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 | $60,018 | $95,959-37.5% | $97,411-38.4% | $138,895-56.8% |
| Participation rate | 91.7% | 81.8%+9.8pp | 80.4%+11.3pp | 79.9%+11.7pp |
| Annual return | 21.67% | 29.30%-7.6pp | 34.72%-13.1pp | 145.39%-123.7pp |
| Employer contribution / active EE | $3,067 | $4,278-28.3% | $4,210-27.1% | $4,194-26.9% |
| Participant deferral / active EE | $16,204 | $5,876+175.8% | $5,886+175.3% | $6,396+153.3% |
| Admin fee / account holder | $2 | $7,555-100.0% | $7,145-100.0% | $12,562-100.0% |