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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 | $58,876 | $153,769-61.7% | $133,975-56.1% | $273,972-78.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 6.51% | 36.51%-30.0pp | 29.29%-22.8pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,576 | $6,029-40.7% | $5,211-31.4% | $4,869-26.5% |
| Participant deferral / active EE | $6,313 | $6,958-9.3% | $6,282+0.5% | $5,287+19.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |