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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 | $36,552 | $181,896-79.9% | $156,551-76.7% | $273,972-86.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 3.65% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $5,426 | $6,248-13.2% | $5,501-1.4% | $4,869+11.5% |
| Participant deferral / active EE | $2,878 | $5,550-48.1% | $4,871-40.9% | $5,287-45.6% |
| Admin fee / account holder | $174 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |