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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 | $74,762 | $88,370-15.4% | $112,977-33.8% | $79,852-6.4% |
| Participation rate | 96.0% | 76.8%+19.2pp | 82.6%+13.4pp | 69.6%+26.4pp |
| Annual return | 24.62% | 23.16%+1.5pp | 24.24%+0.4pp | 31.72%-7.1pp |
| Employer contribution / active EE | $7,030 | $3,398+106.9% | $4,255+65.2% | $2,471+184.5% |
| Participant deferral / active EE | $13,055 | $4,536+187.8% | $5,836+123.7% | $3,740+249.0% |
| Admin fee / account holder | $0 | $5,750-100.0% | $6,294-100.0% | $5,306-100.0% |