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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 | $72,160 | $181,896-60.3% | $156,551-53.9% | $273,972-73.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 5.29% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,077 | $6,248-66.8% | $5,501-62.2% | $4,869-57.3% |
| Participant deferral / active EE | $3,876 | $5,550-30.2% | $4,871-20.4% | $5,287-26.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |