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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 | $48,998 | $181,896-73.1% | $156,551-68.7% | $273,972-82.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.87% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $4,524 | $6,248-27.6% | $5,501-17.8% | $4,869-7.1% |
| Participant deferral / active EE | $5,143 | $5,550-7.3% | $4,871+5.6% | $5,287-2.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |