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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 | $80,768 | $181,896-55.6% | $156,551-48.4% | $273,972-70.5% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 5.21% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,649 | $6,248-73.6% | $5,501-70.0% | $4,869-66.1% |
| Participant deferral / active EE | $4,388 | $5,550-20.9% | $4,871-9.9% | $5,287-17.0% |
| Admin fee / account holder | $39 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |