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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 | $37,074 | $181,896-79.6% | $156,551-76.3% | $273,972-86.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 14.46% | 30.74%-16.3pp | 32.23%-17.8pp | 41.46%-27.0pp |
| Employer contribution / active EE | $6,194 | $6,248-0.9% | $5,501+12.6% | $4,869+27.2% |
| Participant deferral / active EE | $3,914 | $5,550-29.5% | $4,871-19.6% | $5,287-26.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |