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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 | $74,395 | $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 | 4.80% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $8,648 | $6,248+38.4% | $5,501+57.2% | $4,869+77.6% |
| Participant deferral / active EE | $6,034 | $5,550+8.7% | $4,871+23.9% | $5,287+14.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |