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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 | $153,662 | $181,896-15.5% | $156,551-1.8% | $273,972-43.9% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 5.22% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $3,217 | $6,248-48.5% | $5,501-41.5% | $4,869-33.9% |
| Participant deferral / active EE | $4,498 | $5,550-19.0% | $4,871-7.7% | $5,287-14.9% |
| Admin fee / account holder | $11 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |