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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 | $73,045 | $181,896-59.8% | $156,551-53.3% | $273,972-73.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.36% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,449 | $6,248-28.8% | $5,501-19.1% | $4,869-8.6% |
| Participant deferral / active EE | $4,197 | $5,550-24.4% | $4,871-13.8% | $5,287-20.6% |
| Admin fee / account holder | $192 | $15,560-98.8% | $13,028-98.5% | $10,133-98.1% |