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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 | $107,163 | $181,896-41.1% | $156,551-31.5% | $273,972-60.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.68% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,608 | $6,248-10.3% | $5,501+1.9% | $4,869+15.2% |
| Participant deferral / active EE | $5,697 | $5,550+2.6% | $4,871+17.0% | $5,287+7.8% |
| Admin fee / account holder | $149 | $15,560-99.0% | $13,028-98.9% | $10,133-98.5% |