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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 | $81,042 | $215,361-62.4% | $171,082-52.6% | $273,972-70.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.27% | 25.14%-16.9pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,943 | $4,967-20.6% | $4,002-1.5% | $4,869-19.0% |
| Participant deferral / active EE | $4,525 | $5,543-18.4% | $4,797-5.7% | $5,287-14.4% |
| Admin fee / account holder | $5 | $10,846-100.0% | $8,520-99.9% | $10,133-99.9% |