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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 | $131,128 | $153,769-14.7% | $133,975-2.1% | $273,972-52.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.03% | 36.51%-28.5pp | 29.29%-21.3pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,796 | $6,029-53.6% | $5,211-46.3% | $4,869-42.6% |
| Participant deferral / active EE | $6,890 | $6,958-1.0% | $6,282+9.7% | $5,287+30.3% |
| Admin fee / account holder | $7 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |