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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 | $47,333 | $181,896-74.0% | $156,551-69.8% | $273,972-82.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.64% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $5,315 | $6,248-14.9% | $5,501-3.4% | $4,869+9.2% |
| Participant deferral / active EE | $4,938 | $5,550-11.0% | $4,871+1.4% | $5,287-6.6% |
| Admin fee / account holder | $209 | $15,560-98.7% | $13,028-98.4% | $10,133-97.9% |