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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 | $132,737 | $181,896-27.0% | $156,551-15.2% | $273,972-51.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.12% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,785 | $6,248-71.4% | $5,501-67.6% | $4,869-63.3% |
| Participant deferral / active EE | $6,261 | $5,550+12.8% | $4,871+28.5% | $5,287+18.4% |
| Admin fee / account holder | $43 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |