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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 | $124,632 | $124,213+0.3% | $118,106+5.5% | $154,746-19.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 23.60% | 18.29%+5.3pp | 19.44%+4.2pp | 172.34%-148.7pp |
| Employer contribution / active EE | $2,562 | $4,905-47.8% | $4,698-45.5% | $4,379-41.5% |
| Participant deferral / active EE | $8,491 | $6,859+23.8% | $6,619+28.3% | $6,730+26.2% |
| Admin fee / account holder | $11 | $9,627-99.9% | $8,973-99.9% | $14,365-99.9% |