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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 | $111,189 | $140,592-20.9% | $123,106-9.7% | $125,388-11.3% |
| Participation rate | 81.8% | 88.2%-6.4pp | 86.8%-5.0pp | 83.2%-1.4pp |
| Annual return | 5.30% | 16.80%-11.5pp | 13.22%-7.9pp | 282.24%-276.9pp |
| Employer contribution / active EE | $6,285 | $6,041+4.0% | $5,151+22.0% | $4,866+29.2% |
| Participant deferral / active EE | $12,915 | $6,980+85.0% | $6,229+107.3% | $5,352+141.3% |
| Admin fee / account holder | $30 | $11,198-99.7% | $9,015-99.7% | $9,541-99.7% |