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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 | $60,470 | $181,896-66.8% | $156,551-61.4% | $273,972-77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.70% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,422 | $6,248-45.2% | $5,501-37.8% | $4,869-29.7% |
| Participant deferral / active EE | $2,589 | $5,550-53.4% | $4,871-46.9% | $5,287-51.0% |
| Admin fee / account holder | $239 | $15,560-98.5% | $13,028-98.2% | $10,133-97.6% |