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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 | $146,491 | $215,361-32.0% | $171,082-14.4% | $273,972-46.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.23% | 25.14%-19.9pp | 32.56%-27.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $376 | $4,967-92.4% | $4,002-90.6% | $4,869-92.3% |
| Participant deferral / active EE | $2,667 | $5,543-51.9% | $4,797-44.4% | $5,287-49.6% |
| Admin fee / account holder | $17 | $10,846-99.8% | $8,520-99.8% | $10,133-99.8% |