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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 | $39,478 | $181,896-78.3% | $156,551-74.8% | $273,972-85.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.46% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $7,182 | $6,248+14.9% | $5,501+30.6% | $4,869+47.5% |
| Participant deferral / active EE | $5,007 | $5,550-9.8% | $4,871+2.8% | $5,287-5.3% |
| Admin fee / account holder | $201 | $15,560-98.7% | $13,028-98.5% | $10,133-98.0% |