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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 | $89,049 | $184,014-51.6% | $161,149-44.7% | $138,895-35.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.06% | 21.52%-3.5pp | 21.16%-3.1pp | 145.39%-127.3pp |
| Employer contribution / active EE | $10,990 | $5,055+117.4% | $4,360+152.1% | $4,194+162.0% |
| Participant deferral / active EE | $6,585 | $6,909-4.7% | $6,153+7.0% | $6,396+2.9% |
| Admin fee / account holder | $20 | $18,027-99.9% | $15,194-99.9% | $12,562-99.8% |