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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 | $87,576 | $153,769-43.0% | $133,975-34.6% | $273,972-68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.18% | 36.51%-30.3pp | 29.29%-23.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,398 | $6,029-60.2% | $5,211-54.0% | $4,869-50.8% |
| Participant deferral / active EE | $3,993 | $6,958-42.6% | $6,282-36.4% | $5,287-24.5% |
| Admin fee / account holder | $11 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |