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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 | $37,431 | $181,896-79.4% | $156,551-76.1% | $273,972-86.3% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.3pp | 83.0%+3.3pp |
| Annual return | 6.11% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,242 | $6,248-64.1% | $5,501-59.3% | $4,869-54.0% |
| Participant deferral / active EE | $3,647 | $5,550-34.3% | $4,871-25.1% | $5,287-31.0% |
| Admin fee / account holder | $45 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |