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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 | $242,544 | $153,769+57.7% | $133,975+81.0% | $273,972-11.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.61% | 36.51%-30.9pp | 29.29%-23.7pp | 41.46%-35.8pp |
| Employer contribution / active EE | $9,189 | $6,029+52.4% | $5,211+76.3% | $4,869+88.7% |
| Participant deferral / active EE | $8,269 | $6,958+18.8% | $6,282+31.6% | $5,287+56.4% |
| Admin fee / account holder | $20 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |