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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 | $32,497 | $138,312-76.5% | $122,979-73.6% | $155,188-79.1% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 23.14% | 22.06%+1.1pp | 20.12%+3.0pp | 148.84%-125.7pp |
| Employer contribution / active EE | $3,081 | $3,530-12.7% | $3,062+0.6% | $4,248-27.5% |
| Participant deferral / active EE | $5,115 | $5,592-8.5% | $5,003+2.2% | $6,531-21.7% |
| Admin fee / account holder | $239 | $15,089-98.4% | $12,864-98.1% | $14,480-98.4% |