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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 | $64,615 | $181,896-64.5% | $156,551-58.7% | $273,972-76.4% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 6.90% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $6,036 | $6,248-3.4% | $5,501+9.7% | $4,869+24.0% |
| Participant deferral / active EE | $4,140 | $5,550-25.4% | $4,871-15.0% | $5,287-21.7% |
| Admin fee / account holder | $196 | $15,560-98.7% | $13,028-98.5% | $10,133-98.1% |