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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 | $40,243 | $181,896-77.9% | $156,551-74.3% | $273,972-85.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.08% | 30.74%-18.7pp | 32.23%-20.2pp | 41.46%-29.4pp |
| Employer contribution / active EE | $8,349 | $6,248+33.6% | $5,501+51.8% | $4,869+71.5% |
| Participant deferral / active EE | $4,493 | $5,550-19.0% | $4,871-7.8% | $5,287-15.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |