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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 | $74,435 | $181,896-59.1% | $156,551-52.5% | $273,972-72.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.00% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $7,113 | $6,248+13.8% | $5,501+29.3% | $4,869+46.1% |
| Participant deferral / active EE | $5,400 | $5,550-2.7% | $4,871+10.9% | $5,287+2.1% |
| Admin fee / account holder | $248 | $15,560-98.4% | $13,028-98.1% | $10,133-97.6% |