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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 | $41,907 | $184,014-77.2% | $161,149-74.0% | $138,895-69.8% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.8%+17.0pp | 79.9%+15.9pp |
| Annual return | 18.67% | 21.52%-2.9pp | 21.16%-2.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $4,886 | $5,055-3.3% | $4,360+12.1% | $4,194+16.5% |
| Participant deferral / active EE | $6,234 | $6,909-9.8% | $6,153+1.3% | $6,396-2.5% |
| Admin fee / account holder | $277 | $18,027-98.5% | $15,194-98.2% | $12,562-97.8% |