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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 | $75,933 | $181,896-58.3% | $156,551-51.5% | $273,972-72.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 12.54% | 30.74%-18.2pp | 32.23%-19.7pp | 41.46%-28.9pp |
| Employer contribution / active EE | $5,029 | $6,248-19.5% | $5,501-8.6% | $4,869+3.3% |
| Participant deferral / active EE | $7,384 | $5,550+33.0% | $4,871+51.6% | $5,287+39.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |