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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 | $63,902 | $181,896-64.9% | $156,551-59.2% | $273,972-76.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.70% | 30.74%-21.0pp | 32.23%-22.5pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,797 | $6,248-39.2% | $5,501-31.0% | $4,869-22.0% |
| Participant deferral / active EE | $8,740 | $5,550+57.5% | $4,871+79.4% | $5,287+65.3% |
| Admin fee / account holder | $21 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |