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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 | $46,505 | $199,109-76.6% | $173,730-73.2% | $154,746-69.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 26.25% | 20.02%+6.2pp | 19.96%+6.3pp | 172.34%-146.1pp |
| Employer contribution / active EE | $2,109 | $5,311-60.3% | $4,577-53.9% | $4,379-51.8% |
| Participant deferral / active EE | $11,872 | $7,113+66.9% | $6,326+87.7% | $6,730+76.4% |
| Admin fee / account holder | $3 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |