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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 | $47,622 | $181,896-73.8% | $156,551-69.6% | $273,972-82.6% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 5.17% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,367 | $6,248-62.1% | $5,501-57.0% | $4,869-51.4% |
| Participant deferral / active EE | $3,488 | $5,550-37.2% | $4,871-28.4% | $5,287-34.0% |
| Admin fee / account holder | $141 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |