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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 | $80,057 | $184,014-56.5% | $161,149-50.3% | $138,895-42.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.25% | 21.52%-5.3pp | 21.16%-4.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $9,677 | $5,055+91.4% | $4,360+121.9% | $4,194+130.7% |
| Participant deferral / active EE | $20,299 | $6,909+193.8% | $6,153+229.9% | $6,396+217.4% |
| Admin fee / account holder | $204 | $18,027-98.9% | $15,194-98.7% | $12,562-98.4% |