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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 | $126,349 | $153,769-17.8% | $133,975-5.7% | $273,972-53.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.44% | 36.51%-29.1pp | 29.29%-21.9pp | 41.46%-34.0pp |
| Employer contribution / active EE | $9,463 | $6,029+57.0% | $5,211+81.6% | $4,869+94.4% |
| Participant deferral / active EE | $12,316 | $6,958+77.0% | $6,282+96.1% | $5,287+132.9% |
| Admin fee / account holder | $4 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |