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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 | $80,946 | $181,896-55.5% | $156,551-48.3% | $273,972-70.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.38% | 30.74%-23.4pp | 32.23%-24.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $5,585 | $6,248-10.6% | $5,501+1.5% | $4,869+14.7% |
| Participant deferral / active EE | $4,248 | $5,550-23.5% | $4,871-12.8% | $5,287-19.7% |
| Admin fee / account holder | $139 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |