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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 | $95,710 | $181,896-47.4% | $156,551-38.9% | $273,972-65.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.45% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $16,536 | $6,248+164.7% | $5,501+200.6% | $4,869+239.6% |
| Participant deferral / active EE | $10,637 | $5,550+91.7% | $4,871+118.4% | $5,287+101.2% |
| Admin fee / account holder | $251 | $15,560-98.4% | $13,028-98.1% | $10,133-97.5% |