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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 | $62,767 | $199,109-68.5% | $173,730-63.9% | $154,746-59.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.07% | 20.02%-1.9pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $4,283 | $5,311-19.4% | $4,577-6.4% | $4,379-2.2% |
| Participant deferral / active EE | $6,196 | $7,113-12.9% | $6,326-2.1% | $6,730-7.9% |
| Admin fee / account holder | $4 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |