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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 | $50,531 | $181,896-72.2% | $156,551-67.7% | $273,972-81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.66% | 30.74%-21.1pp | 32.23%-22.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $7,451 | $6,248+19.3% | $5,501+35.4% | $4,869+53.0% |
| Participant deferral / active EE | $4,241 | $5,550-23.6% | $4,871-12.9% | $5,287-19.8% |
| Admin fee / account holder | $234 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |