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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 | $87,226 | $181,896-52.0% | $156,551-44.3% | $273,972-68.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.70% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,966 | $6,248-4.5% | $5,501+8.5% | $4,869+22.5% |
| Participant deferral / active EE | $4,383 | $5,550-21.0% | $4,871-10.0% | $5,287-17.1% |
| Admin fee / account holder | $214 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |