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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 | $120,089 | $181,896-34.0% | $156,551-23.3% | $273,972-56.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.56% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $6,417 | $6,248+2.7% | $5,501+16.6% | $4,869+31.8% |
| Participant deferral / active EE | $6,721 | $5,550+21.1% | $4,871+38.0% | $5,287+27.1% |
| Admin fee / account holder | $78 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |