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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 | $74,525 | $181,896-59.0% | $156,551-52.4% | $273,972-72.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.42% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,940 | $6,248-36.9% | $5,501-28.4% | $4,869-19.1% |
| Participant deferral / active EE | $3,603 | $5,550-35.1% | $4,871-26.0% | $5,287-31.9% |
| Admin fee / account holder | $204 | $15,560-98.7% | $13,028-98.4% | $10,133-98.0% |