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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 | $77,061 | $181,896-57.6% | $156,551-50.8% | $273,972-71.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 23.94% | 30.74%-6.8pp | 32.23%-8.3pp | 41.46%-17.5pp |
| Employer contribution / active EE | $7,759 | $6,248+24.2% | $5,501+41.0% | $4,869+59.4% |
| Participant deferral / active EE | $8,010 | $5,550+44.3% | $4,871+64.4% | $5,287+51.5% |
| Admin fee / account holder | $185 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |