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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 | $115,931-45.6% | $185,441-66.0% | $86,983-27.4% |
| Participation rate | 96.7% | 73.6%+23.0pp | 80.3%+16.4pp | 69.5%+27.1pp |
| Annual return | 16.82% | 21.47%-4.7pp | 20.16%-3.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $3,333 | $2,937+13.5% | $4,672-28.7% | $2,584+29.0% |
| Participant deferral / active EE | $5,463 | $4,551+20.1% | $6,152-11.2% | $4,194+30.3% |
| Admin fee / account holder | $5 | $10,687-100.0% | $17,890-100.0% | $7,856-99.9% |