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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 | $120,209 | $181,896-33.9% | $156,551-23.2% | $273,972-56.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.37% | 30.74%-19.4pp | 32.23%-20.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $7,559 | $6,248+21.0% | $5,501+37.4% | $4,869+55.3% |
| Participant deferral / active EE | $7,856 | $5,550+41.6% | $4,871+61.3% | $5,287+48.6% |
| Admin fee / account holder | $152 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |