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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 | $88,022 | $201,264-56.3% | $184,185-52.2% | $145,978-39.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 18.24% | 29.00%-10.8pp | 28.81%-10.6pp | 550.52%-532.3pp |
| Employer contribution / active EE | $4,063 | $7,021-42.1% | $6,426-36.8% | $4,662-12.8% |
| Participant deferral / active EE | $11,224 | $9,806+14.5% | $9,132+22.9% | $6,690+67.8% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |