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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 | $126,419 | $181,896-30.5% | $156,551-19.2% | $273,972-53.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.04% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $9,868 | $6,248+57.9% | $5,501+79.4% | $4,869+102.7% |
| Participant deferral / active EE | $6,128 | $5,550+10.4% | $4,871+25.8% | $5,287+15.9% |
| Admin fee / account holder | $47 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |