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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 | $111,132 | $181,896-38.9% | $156,551-29.0% | $273,972-59.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.33% | 30.74%-17.4pp | 32.23%-18.9pp | 41.46%-28.1pp |
| Employer contribution / active EE | $2,172 | $6,248-65.2% | $5,501-60.5% | $4,869-55.4% |
| Participant deferral / active EE | $5,289 | $5,550-4.7% | $4,871+8.6% | $5,2870% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |