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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 | $60,536 | $181,896-66.7% | $156,551-61.3% | $273,972-77.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 13.78% | 30.74%-17.0pp | 32.23%-18.5pp | 41.46%-27.7pp |
| Employer contribution / active EE | $9,278 | $6,248+48.5% | $5,501+68.6% | $4,869+90.6% |
| Participant deferral / active EE | $6,113 | $5,550+10.1% | $4,871+25.5% | $5,287+15.6% |
| Admin fee / account holder | $42 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |