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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 | $41,353 | $181,896-77.3% | $156,551-73.6% | $273,972-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.31% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $5,326 | $6,248-14.8% | $5,501-3.2% | $4,869+9.4% |
| Participant deferral / active EE | $6,003 | $5,550+8.2% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $260 | $15,560-98.3% | $13,028-98.0% | $10,133-97.4% |