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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 | $102,335 | $135,956-24.7% | $123,894-17.4% | $273,972-62.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.42% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,162 | $5,170-77.5% | $4,617-74.8% | $4,869-76.1% |
| Participant deferral / active EE | $5,001 | $6,343-21.2% | $5,984-16.4% | $5,287-5.4% |
| Admin fee / account holder | $143 | $9,817-98.5% | $8,357-98.3% | $10,133-98.6% |