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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 | $47,146 | $102,609-54.1% | $98,090-51.9% | $138,895-66.1% |
| Participation rate | 93.3% | 82.8%+10.6pp | 81.5%+11.8pp | 79.9%+13.4pp |
| Annual return | 23.80% | 36.44%-12.6pp | 37.05%-13.3pp | 145.39%-121.6pp |
| Employer contribution / active EE | $3,997 | $3,867+3.4% | $3,606+10.8% | $4,194-4.7% |
| Participant deferral / active EE | $14,916 | $8,167+82.6% | $7,845+90.1% | $6,396+133.2% |
| Admin fee / account holder | $240 | $11,434-97.9% | $11,815-98.0% | $12,562-98.1% |