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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 | $29,973 | $136,307-78.0% | $106,619-71.9% | $273,972-89.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.29% | 11.05%-4.8pp | 9.42%-3.1pp | 41.46%-35.2pp |
| Employer contribution / active EE | $6,187 | $5,190+19.2% | $3,947+56.7% | $4,869+27.1% |
| Participant deferral / active EE | $5,338 | $4,969+7.4% | $3,930+35.8% | $5,287+1.0% |
| Admin fee / account holder | $141 | $8,625-98.4% | $6,418-97.8% | $10,133-98.6% |