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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 | $152,537 | $153,769-0.8% | $133,975+13.9% | $273,972-44.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.33% | 36.51%-27.2pp | 29.29%-20.0pp | 41.46%-32.1pp |
| Employer contribution / active EE | $9,769 | $6,029+62.0% | $5,211+87.5% | $4,869+100.6% |
| Participant deferral / active EE | $6,286 | $6,958-9.7% | $6,282+0.1% | $5,287+18.9% |
| Admin fee / account holder | $82 | $11,765-99.3% | $9,324-99.1% | $10,133-99.2% |