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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 | $112,192 | $181,896-38.3% | $156,551-28.3% | $273,972-59.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 12.18% | 30.74%-18.6pp | 32.23%-20.1pp | 41.46%-29.3pp |
| Employer contribution / active EE | $2,905 | $6,248-53.5% | $5,501-47.2% | $4,869-40.3% |
| Participant deferral / active EE | $1,903 | $5,550-65.7% | $4,871-60.9% | $5,287-64.0% |
| Admin fee / account holder | $72 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |