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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 | $72,836 | $181,896-60.0% | $156,551-53.5% | $273,972-73.4% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 5.24% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $5,988 | $6,248-4.2% | $5,501+8.9% | $4,869+23.0% |
| Participant deferral / active EE | $2,268 | $5,550-59.1% | $4,871-53.4% | $5,287-57.1% |
| Admin fee / account holder | $236 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |