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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 | $93,522 | $215,361-56.6% | $171,082-45.3% | $273,972-65.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.25% | 25.14%-18.9pp | 32.56%-26.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,718 | $4,967-25.1% | $4,002-7.1% | $4,869-23.6% |
| Participant deferral / active EE | $7,708 | $5,543+39.0% | $4,797+60.7% | $5,287+45.8% |
| Admin fee / account holder | $143 | $10,846-98.7% | $8,520-98.3% | $10,133-98.6% |