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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 | $154,246 | $181,896-15.2% | $156,551-1.5% | $273,972-43.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 5.27% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,069 | $6,248-66.9% | $5,501-62.4% | $4,869-57.5% |
| Participant deferral / active EE | $5,142 | $5,550-7.3% | $4,871+5.6% | $5,287-2.7% |
| Admin fee / account holder | $37 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |