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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 | $150,121 | $181,896-17.5% | $156,551-4.1% | $273,972-45.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.82% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $12,869 | $6,248+106.0% | $5,501+133.9% | $4,869+164.3% |
| Participant deferral / active EE | $6,047 | $5,550+9.0% | $4,871+24.1% | $5,287+14.4% |
| Admin fee / account holder | $151 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |