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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 | $30,399 | $215,361-85.9% | $171,082-82.2% | $273,972-88.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.32% | 25.14%-15.8pp | 32.56%-23.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $5,907 | $4,967+18.9% | $4,002+47.6% | $4,869+21.3% |
| Participant deferral / active EE | $4,613 | $5,543-16.8% | $4,797-3.9% | $5,287-12.8% |
| Admin fee / account holder | $179 | $10,846-98.4% | $8,520-97.9% | $10,133-98.2% |