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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 | $97,402 | $181,896-46.5% | $156,551-37.8% | $273,972-64.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.60% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $5,878 | $6,248-5.9% | $5,501+6.8% | $4,869+20.7% |
| Participant deferral / active EE | $5,632 | $5,550+1.5% | $4,871+15.6% | $5,287+6.5% |
| Admin fee / account holder | $156 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |