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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 | $184,014-82.4% | $161,149-79.9% | $138,895-76.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 20.25% | 21.52%-1.3pp | 21.16%-0.9pp | 145.39%-125.1pp |
| Employer contribution / active EE | $3,118 | $5,055-38.3% | $4,360-28.5% | $4,194-25.7% |
| Participant deferral / active EE | $4,870 | $6,909-29.5% | $6,153-20.9% | $6,396-23.9% |
| Admin fee / account holder | $261 | $18,027-98.6% | $15,194-98.3% | $12,562-97.9% |