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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 | $187,932 | $181,896+3.3% | $156,551+20.0% | $273,972-31.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.85% | 30.74%-17.9pp | 32.23%-19.4pp | 41.46%-28.6pp |
| Employer contribution / active EE | $8,580 | $6,248+37.3% | $5,501+56.0% | $4,869+76.2% |
| Participant deferral / active EE | $8,980 | $5,550+61.8% | $4,871+84.4% | $5,287+69.8% |
| Admin fee / account holder | $9 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |