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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 | $74,515 | $181,896-59.0% | $156,551-52.4% | $273,972-72.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.25% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,048 | $6,248-51.2% | $5,501-44.6% | $4,869-37.4% |
| Participant deferral / active EE | $6,856 | $5,550+23.5% | $4,871+40.8% | $5,287+29.7% |
| Admin fee / account holder | $17 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |