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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 | $40,056 | $184,014-78.2% | $161,149-75.1% | $138,895-71.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 15.98% | 21.52%-5.5pp | 21.16%-5.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,911 | $5,055-62.2% | $4,360-56.2% | $4,194-54.4% |
| Participant deferral / active EE | $6,351 | $6,909-8.1% | $6,153+3.2% | $6,396-0.7% |
| Admin fee / account holder | $144 | $18,027-99.2% | $15,194-99.1% | $12,562-98.9% |