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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 | $196,768 | $153,769+28.0% | $133,975+46.9% | $273,972-28.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 27.94% | 36.51%-8.6pp | 29.29%-1.4pp | 41.46%-13.5pp |
| Employer contribution / active EE | $11,055 | $6,029+83.4% | $5,211+112.1% | $4,869+127.1% |
| Participant deferral / active EE | $10,078 | $6,958+44.8% | $6,282+60.4% | $5,287+90.6% |
| Admin fee / account holder | $79 | $11,765-99.3% | $9,324-99.2% | $10,133-99.2% |