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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 | $50,545 | $181,896-72.2% | $156,551-67.7% | $273,972-81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.68% | 30.74%-19.1pp | 32.23%-20.5pp | 41.46%-29.8pp |
| Employer contribution / active EE | $4,267 | $6,248-31.7% | $5,501-22.4% | $4,869-12.4% |
| Participant deferral / active EE | $4,097 | $5,550-26.2% | $4,871-15.9% | $5,287-22.5% |
| Admin fee / account holder | $16 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |