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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 | $174,279 | $215,361-19.1% | $171,082+1.9% | $273,972-36.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 76.7%+12.2pp | 83.0%+5.9pp |
| Annual return | 10.63% | 25.14%-14.5pp | 32.56%-21.9pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,134 | $4,967-57.0% | $4,002-46.7% | $4,869-56.2% |
| Participant deferral / active EE | $5,099 | $5,543-8.0% | $4,797+6.3% | $5,287-3.6% |
| Admin fee / account holder | $9 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |