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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 | $63,421 | $181,896-65.1% | $156,551-59.5% | $273,972-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.49% | 30.74%-22.3pp | 32.23%-23.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $10,530 | $6,248+68.5% | $5,501+91.4% | $4,869+116.3% |
| Participant deferral / active EE | $7,267 | $5,550+30.9% | $4,871+49.2% | $5,287+37.4% |
| Admin fee / account holder | $80 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |