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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 | $213,785-84.9% | $185,441-82.6% | $155,188-79.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 20.25% | 19.97%+0.3pp | 20.16%+0.1pp | 148.84%-128.6pp |
| Employer contribution / active EE | $3,118 | $5,393-42.2% | $4,672-33.3% | $4,248-26.6% |
| Participant deferral / active EE | $4,870 | $6,864-29.1% | $6,152-20.8% | $6,531-25.4% |
| Admin fee / account holder | $261 | $21,134-98.8% | $17,890-98.5% | $14,480-98.2% |