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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 | $199,224 | $153,769+29.6% | $133,975+48.7% | $273,972-27.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.59% | 36.51%-28.9pp | 29.29%-21.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $7,986 | $6,029+32.5% | $5,211+53.3% | $4,869+64.0% |
| Participant deferral / active EE | $11,736 | $6,958+68.7% | $6,282+86.8% | $5,287+122.0% |
| Admin fee / account holder | $60 | $11,765-99.5% | $9,324-99.4% | $10,133-99.4% |