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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 | $60,112 | $181,896-67.0% | $156,551-61.6% | $273,972-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.24% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $4,327 | $6,248-30.7% | $5,501-21.3% | $4,869-11.1% |
| Participant deferral / active EE | $7,320 | $5,550+31.9% | $4,871+50.3% | $5,287+38.4% |
| Admin fee / account holder | $160 | $15,560-99.0% | $13,028-98.8% | $10,133-98.4% |