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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 | $168,918 | $181,896-7.1% | $156,551+7.9% | $273,972-38.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.77% | 30.74%-19.0pp | 32.23%-20.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,741 | $6,248-72.1% | $5,501-68.4% | $4,869-64.2% |
| Participant deferral / active EE | $8,111 | $5,550+46.1% | $4,871+66.5% | $5,287+53.4% |
| Admin fee / account holder | -$258 | $15,560-101.7% | $13,028-102.0% | $10,133-102.5% |