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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 | $55,177 | $181,896-69.7% | $156,551-64.8% | $273,972-79.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.08% | 30.74%-24.7pp | 32.23%-26.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,525 | $6,248-59.6% | $5,501-54.1% | $4,869-48.1% |
| Participant deferral / active EE | $4,806 | $5,550-13.4% | $4,871-1.3% | $5,287-9.1% |
| Admin fee / account holder | $46 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |