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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 | $86,032 | $153,769-44.1% | $133,975-35.8% | $273,972-68.6% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | 9.27% | 36.51%-27.2pp | 29.29%-20.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $6,664 | $6,029+10.5% | $5,211+27.9% | $4,869+36.9% |
| Participant deferral / active EE | $13,349 | $6,958+91.8% | $6,282+112.5% | $5,287+152.5% |
| Admin fee / account holder | $69 | $11,765-99.4% | $9,324-99.3% | $10,133-99.3% |