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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 | $32,315 | $199,109-83.8% | $173,730-81.4% | $154,746-79.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.25% | 20.02%+0.2pp | 19.96%+0.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $3,118 | $5,311-41.3% | $4,577-31.9% | $4,379-28.8% |
| Participant deferral / active EE | $4,870 | $7,113-31.5% | $6,326-23.0% | $6,730-27.6% |
| Admin fee / account holder | $261 | $20,916-98.8% | $17,523-98.5% | $14,365-98.2% |