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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 | $54,780 | $181,896-69.9% | $156,551-65.0% | $273,972-80.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.41% | 30.74%-20.3pp | 32.23%-21.8pp | 41.46%-31.0pp |
| Employer contribution / active EE | $7,833 | $6,248+25.4% | $5,501+42.4% | $4,869+60.9% |
| Participant deferral / active EE | $6,327 | $5,550+14.0% | $4,871+29.9% | $5,287+19.7% |
| Admin fee / account holder | $235 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |