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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 | $136,868 | $215,361-36.4% | $171,082-20.0% | $273,972-50.0% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | 10.75% | 25.14%-14.4pp | 32.56%-21.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,631 | $5,543+37.7% | $4,797+59.1% | $5,287+44.3% |
| Admin fee / account holder | $40 | $10,846-99.6% | $8,520-99.5% | $10,133-99.6% |