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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 | $121,615 | $181,896-33.1% | $156,551-22.3% | $273,972-55.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 9.02% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,488 | $6,248-60.2% | $5,501-54.8% | $4,869-48.9% |
| Participant deferral / active EE | $5,037 | $5,550-9.2% | $4,871+3.4% | $5,287-4.7% |
| Admin fee / account holder | $35 | $15,560-99.8% | $13,028-99.7% | $10,133-99.7% |