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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 | $87,985 | $199,109-55.8% | $173,730-49.4% | $154,746-43.1% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.6%+7.1pp | 80.7%+6.0pp |
| Annual return | 20.34% | 20.02%+0.3pp | 19.96%+0.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $6,660 | $5,311+25.4% | $4,577+45.5% | $4,379+52.1% |
| Participant deferral / active EE | $9,159 | $7,113+28.8% | $6,326+44.8% | $6,730+36.1% |
| Admin fee / account holder | $57 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |