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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 | $63,116 | $114,712-45.0% | $173,730-63.7% | $87,485-27.9% |
| Participation rate | 96.7% | 73.0%+23.7pp | 79.6%+17.1pp | 68.9%+27.7pp |
| Annual return | 16.82% | 20.18%-3.4pp | 19.96%-3.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $3,333 | $2,904+14.8% | $4,577-27.2% | $2,596+28.4% |
| Participant deferral / active EE | $5,463 | $4,642+17.7% | $6,326-13.6% | $4,274+27.8% |
| Admin fee / account holder | $5 | $10,210-100.0% | $17,523-100.0% | $7,775-99.9% |