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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 | $119,458 | $181,896-34.3% | $156,551-23.7% | $273,972-56.4% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | 4.71% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $5,399 | $6,248-13.6% | $5,501-1.9% | $4,869+10.9% |
| Participant deferral / active EE | $4,437 | $5,550-20.1% | $4,871-8.9% | $5,287-16.1% |
| Admin fee / account holder | $116 | $15,560-99.3% | $13,028-99.1% | $10,133-98.9% |