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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 | $78,569 | $181,896-56.8% | $156,551-49.8% | $273,972-71.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.74% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $4,598 | $6,248-26.4% | $5,501-16.4% | $4,869-5.6% |
| Participant deferral / active EE | $4,088 | $5,550-26.3% | $4,871-16.1% | $5,287-22.7% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |