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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 | $93,327 | $181,896-48.7% | $156,551-40.4% | $273,972-65.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.46% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $9,133 | $6,248+46.2% | $5,501+66.0% | $4,869+87.6% |
| Participant deferral / active EE | $6,604 | $5,550+19.0% | $4,871+35.6% | $5,287+24.9% |
| Admin fee / account holder | $32 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |