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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 | $103,984 | $153,769-32.4% | $133,975-22.4% | $273,972-62.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.59% | 36.51%-27.9pp | 29.29%-20.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,250 | $6,029-62.7% | $5,211-56.8% | $4,869-53.8% |
| Participant deferral / active EE | $5,488 | $6,958-21.1% | $6,282-12.6% | $5,287+3.8% |
| Admin fee / account holder | $144 | $11,765-98.8% | $9,324-98.5% | $10,133-98.6% |