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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 | $95,348 | $181,896-47.6% | $156,551-39.1% | $273,972-65.2% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 3.76% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $7,809 | $6,248+25.0% | $5,501+42.0% | $4,869+60.4% |
| Participant deferral / active EE | $5,089 | $5,550-8.3% | $4,871+4.5% | $5,287-3.7% |
| Admin fee / account holder | -$42 | $15,560-100.3% | $13,028-100.3% | $10,133-100.4% |